Integrity
Other financial planners may develop questionable relationships with the providers of investment products or services-- for example, mutual fund companies or insurance companies.
Because we hand-pick our providers and products based on verifiable information such as long-term performance and management skills, we have no such alliances or conflicts-of-interest. That permits us to focus solely on your success.
We do not earn any commissions or referral fees other than those that we fully disclose to you.
As independent advisors, we are free to work with many different investment companies and asset managers. This allows us to choose from literally thousands of investments to find the options that make the most sense for your goals, objectives, time frames, and risk tolerance.
With FSI your portfolio is designed for you specifically. We do not consider it "individual financial management" to type your name on a copy of a portfolio template. Nor do we farm out portfolio design or management to a third party.