Make Us Your Local Insurance and Investment Advisor
Complimentary 45-minute consultation to review your current Retirement Strategies
INVESTMENTS - LIFE INSURANCE - MEDICARE - RETIREMENT PLANNING
Complimentary Risk Tolerance Score Analysis by Riskalyze
As Independent Insurance and Investment Advisors, we can truly focus on our clients best interest. Four Points Advisory LLC can provide professional retirement planning services, money managers, institutional products, and advanced products for accredited investors that the general consumer does not normally have access to. Investment and Investment Advisory Services are offered to our clients through our broker dealer, World Equity Group Inc. a member of FINRA and SIPC.
Advisory clients are not charged a commission on transactions in their accounts. Advisory clients are charged a monthly fee for assets under management. If the market dips our monthly fees are less. If the market is good and our clients do better then we do better. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities - life insurance and long term care insurance or broker dealer services which pay a commission.
What is a Fiduciary?