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Last week on the 4th of July the United States celebrated Independence Day. Millions of people celebrated the US Day of Independence with festivities and fireworks. Independence is definitely something to celebrate and this week Silke Financial Services is celebrating its independence as a financial advisors.
We would like to thank you for your continued support and would like to reassure you of the benefits of using independent financial advisors, like Silke Financial Services.
Independent financial advisors help clients make informed and objective choices from a wide range of financial products, as opposed to a tied agent or a bank broker who is restricted to marketing specific products from specific insurance companies with high costs and penalties on prior cancellation. This results in limited options which cannot meet your needs.
Many people underestimate the value of independent professional financial advice, but for those with little or no financial knowledge, this is the main reason to use a professional.
It is the same reason why we use mechanics to service our cars and hairstylists to cut our hair. We could do the job ourselves but the results may not be quite what we were hoping for. The first step to obtain a financial plan is a financial needs analysis, which gives a holistic view of a client's current financial situation and future goals. This is a complex piece of work that cannot be easily done by an untrained person. Clients who choose to deal directly with insurance companies will also miss out on this important financial roadmap.
Silke Financial Services adheres to a strict code of conduct that requires us to operate on an honest, trustworthy and ethical basis and attend to our clients' affairs in complete confidence.
Lastly, if your circumstances have changed and your financial plan needs to be refreshed, please feel free to contact us. |