Your best financial news of the decade:
I love independence. It’s fitting that just a couple weeks after Independence Day I get to leverage my status as an independent financial advisor and announce new partnerships that will transform your experience with the financial world. The result of almost two years of research and work, you will soon see changes that will improve how you and I work together, help you accomplish your financial objectives, and bring you new and exciting resources. Most clients will also experience even lower investment costs in the process.
You know as well as anyone that the last decade has brought many changes to the investment world, major advances in technology, plus new rules and new risks. Rather than passively watch or defensively respond to change, I have taken the better part of the last two years to find ways to get out ahead of change and put my clients in the best position as the future unfolds. I have poured months of work into finding new ways to enhance and elevate your experience with me, as well as improve costs, make things easier and more convenient for you, and ensure that you are confidently on the path to where you want to be financially.
Ultimately it became apparent that the providers I was contracted with weren’t keeping up with technologies and tools that were more affordable and advanced, and that the cost of doing business was moving in the wrong direction. I realized that to get the mix of solutions and benefits that will help you and me succeed together for the long term would require a change in my partnerships.
There will be many exciting communications to come that will provide more details, but for now, I want to share some highlights.
Game-Changing New Strategic Partnerships
Having researched and met with dozens of potential partners and providers, I found what I consider to be the best possible arrangement to improve your experience and receive top technology tools and learning resources. And because those benefits are closely tied to my relationship with you and how we work together, my decisions are also based on the ability of these partnerships to further elevate my professional relationship you. These changes will also enable me to reduce my cost of doing business and bring new efficiencies to my practice. It’s a classic a “win-win”.
After many months of research, discussions, and negotiations I am happy to announce that I have partnered with Fidelity for providing investment-related resources, custody of your accounts, and access to tools for you that will be transformative to your experience. Many clients will already be familiar with Fidelity’s reputation in the industry. Other features of my new partnership with Fidelity are even more impressive to me, but I will save details on those for future communications. Your biggest takeaway here is that the Fidelity partnership is worthy of both your confidence and excitement.
Even more important to the operation of my business, I am delighted to announce a partnership with Helium Advisors, a Registered Investment Advisory (RIA). You will soon learn more about what a RIA is and does – but for now, I want you to know that Helium Advisors is a team of like-minded, dedicated, and forward-thinking professionals that share my passion for helping people.
What This Transition Means For You
This is all very good news for you. Along with the service you’ve already been receiving from me, the goals of this change are to also provide you additional benefits, including:
- Reducing investing costs for Advisory clients
- Greater transparency regarding fees
- Reducing my cost of doing business – and passing on those savings to my clients
- Providing access to ground-breaking online financial planning and collaboration tools
Of course, because my investment and advisory services will now be integrated with Fidelity and Helium Advisors, you will soon receive forms to sign to authorize the transition. For efficiency, we will use an e-signature process wherever possible but paper forms will be available as needed or preferred. I would greatly appreciate your quick response when the forms arrive.
As we move forward, you’ll be receiving additional information on your new opportunities, such as taking advantage of exciting new financial planning tools, as well as a general FAQ to answer questions you may have.
There will be a lot more excitement ahead, and I’ll save other details for later. For now, I want to end this by reminding you that your business (and the trust you’ve placed in me) is important to me and worth all the time and effort I’ve put into this project. I’m looking forward to stepping up to a new level together with you.