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Q: How Much Do You Charge?

 

A: You never write a check to our firm. We get paid directly by the institutions we represent- with their money, NOT yours. We only get paid on solutions that work.

 

Q: Why Would I Need Your Services?

 

A:There are many reasons you may need a Registered Financial Consultant. All of them start with your financial goals.

 

  • Would you like to reduce or completely eliminate all of your consumer debt WITHOUT having to live on a strict budget.
  • Do you want to set up a savings plan that will provide significant wealth for you in retirement-tax free?
  • Do you want to save for your children's education without disqualifying them for financial aid?
  • Would you like to pay off a 30 year mortgage, in half the time with no additional payments?
  • Would you like to learn how to legally avoid  being taxed on your hard-earned savings? 
  • Would you like to get stock market type returns without the stock market risks?
  • Would you like to retire 5 to 10 years early without restricting your current lifestyle?

 

A good Financial Consultant will not only help you with your goals but will help you look at your financial picture in a new way shedding light on little known strategies that will help you reach your financial goals with ease.   

 

Q: How Do I know I Can Trust Your Firm?

 

A: The best way to determine if an advisor is trustworthy is to meet with them and ask your questions. Most likely you will know from your first meeting if this is the right advisor and the right firm for you. Another way is to check out their references. You can view some of ours by clicking on REFERENCES now! Another sign of a trustworthy advisor is he is not afraid to let you research his background before you do business. Please feel free to check out my spotless record of superior business ethics at ETHICSCHECK.

You may also want to verify my affiliation with one of the most respected associations in the industry at www.IARFC.org

 

Q: How does the process work? What should I expect? 

 

A: A good Financial Advisor is going to want to find out as much about your current situation as possible to make sure you are utilizing all of the right strategies to meet your goals. However, before you divulge all of your personal financial information make sure you have checked out your advisor and that you have a good feeling about the individual you have chosen. After the advisor has reviewed your goals and your current financial situation, often the advisor will go back to his office to work on your case and draw up some proposals. He will then come back for a second visit and make some recomendations. It will be completely up to you if you want to implement those suggestions or not. At this point you have risked nothing but a little of your time.

 

IMPORTANT NOTE: Some "fee only" advisors may charge up front fees just to look at your situation so be careful and ask questions before you get started. (you never pay a fee with us)

 

Q: What if I already have an Advisor?

 

A: Many of the families we have helped do have a stockbroker, accountant, insurance agent, or friend who has guided them in their financial matters. Unfortunately, while these individuals were well intentioned, they generally had a narrow view of the problems and solutions. The advice they gave was based mainly on their area of expertise, what they were selling, and what has worked for them personally.

 

Unfortunately, what worked for them, in many cases, was not the best solution for the families they were trying to help. Yes, they may have had some success, but in many cases the family's situation could have been much, much better...

 

Q: What if I don't want an entire financial plan but I need help with one specific situation?

 

A: You will find us to be very flexible and easy to work with. Some people would rather not divulge all of their financial information on their first visit but they have a specific problem they would like addressed. We understand. While we do feel the best way to help someone is to fully understand their entire situation, some people are just not ready to make that step. We will never pressure you to release more information or get more involved than you want to be. We would be happy to help, or refer you to someone who can help, with any financial questions you may have large or small.

 

Q: What is the next step?

 

A: Call us today to discuss your questions over the phone at 815-633-9595 or click on CONTACT US and send us a message. If we feel we can help you we can set up a time to meet for a free No-Obligation consultation. You have nothing to lose and everything to gain so contact us today! 

 

Q: What if I would like more information first?

 

A: Feel free to oder our FREE booklet with no risk or obligation or visit our national affiliate web site at FoundMoneyMangement.org

for more interesting articles on the found money strategies we use!

 

 

 

 

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Copyright © 2007 Antonio Filippone. All Rights Reserved.