If I use BK Sneed Financial Planning to develop a financial plan, am I obligated to purchase the recommended products?
No. We will offer recommendations that in our professional opinion will meet your needs and objectives, but you are under no obligation to purchase them. In today’s competitive market, it makes sense to shop around for the best available product or service. For example, if you need to obtain life or disability insurance, we will suggest the kind of policy, which riders and what amounts may be best for you and direct you to a company or selection of companies that can provide a quality product at competitive prices for you. If you wish, we can supervise your purchase of investments and/or assist with the set up your accounts with a third-party custodian such as a discount broker. Back to Top of Page 16. Tell me about your investment philosophy. As a financial planner and investment consultant, we believe in the following fundamental principals with regard to designing an investment portfolio and making specific recommendations: ยท Purpose: The purpose of a client’s investment portfolio i
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