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Sales people across all lines of business are trained to show you what product they are offering; sometimes whether it fits what you need or not.
Their company is putting all their eggs in their sales basket of ability.
Not saying you don’t need or want the product they are selling.
Just ask yourself, is it in
your best interest?
In the world of investing and retirement, there are those who work for a single company sometimes called captive agents.
They are limited in scope in how they assist the consumer…you.
So you may be at their mercy.
Will their product solve your main objective?
Does it fulfill a piece of your investment or retirement puzzle?
If you are not sure, seek out the independent professional advisor whose focus is solely on you.
With no allegiance to any particular company, receiving unbiased guidance puts your best interest at the forefront.
Who is looking out for you?
…Reach out if we can help.
Have a question? We are here to help. Send us a message and we’ll be in touch.
Robert Lee offers securities in Florida, Louisiana, Maryland and Ohio through Independent Financial Group, LLC. Member FINRA / SIPC. Fortitude Financial Group and IFG are unaffiliated entities.
Fortitude Financial Group and IFG are unaffiliated entities.
OSJ branch: 12671 High Bluff Dr. Suite 200, San Diego, CA 92130.
Robert Lee is licensed in Florida, Georgia, Louisiana, Maryland, and Ohio
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation. The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
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