What do all of the big ‘faceless’ companies you see in financial services today have in common?
Companies like Fidelity, Scwab, Merrill Lynch, UBS, Morgan Stanley, A. G. Edwards, Edward Jones, Ameriprise and Smith Barney.
All of them have a “more is better” “transaction-based” business of thousands of accounts.
Our business is structured to have an intimate relationship and provide an extremely high level of value and service for a limited clientele.
We place a strict limit on the number of clients we serve. We want to take exceptional care of a small number of client members. We also want to have fun with the people we work with. Similar to private country clubs with limited membership.
As Platinum client/member, you get the attention and care that you would expect. Not only will I be involved with your situation. I have a hand-picked and personally trained team of highly skilled professionals who will always be here to take care of you and your family. Even if something should ever happen to me!
To live up to this commitment, we severely limit accepting new client members – To find out more…
You need to schedule a 15 minute phone call with me. I can let you know if we have any client openings and whether or not it seems like we might be a good fit.
Committed To Your “Worry-Free Retirement”,
Brian Fricke, CFP
America’s Worry Free Retirement Expert
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2008 – Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
P.S. Many investors are starting to realize that the big Wall Street brokerage firms do not provide strength, safety or stability. This is the time they should be thinking about working with an independent, unbiased fiduciary adviser who has only one goal, to give you the best possible advice that is in your best interest. We actually place your interests ahead of our own!
>P.P.S. You Risk Nothing with my No Strings Attached Money Back Guarantee! If, after 12 months, you’re not happy with your relationship with us, I’ll gladly, cheerfully, give you a 100% REFUND of your membership fee. No questions asked.
