Why Use an Independent Advisor?
Independent advisors do not work for any single company and therefore have very few limitations as to what they can offer clients. An independent advisor has full flexibility to deliver cutting-edge investment strategies without a sales manager or company influencing decisions. (I’ll let you in on something—a company representative or “captive broker” is obligated to offer products from the company he or she represents.) There are many great investment opportunities available. It could be an irresponsible decision to submit to the limitations of one company and its limited investments by using a company representative.
