What are some of the advantages of using an independent firm like BLRS?The greatest advantage we have over many financial planners, stockbrokers and insurance agents is our independence. When you work for one of the large brokerage firms or insurance companies, you’re highly encouraged to sell their high-priced, proprietary products. Unfortunately, this isn’t in the best interest of the client. At BLRS, we are first and foremost a fee-only advisory firm. We have no proprietary products or sales quotas. We are advice-based and service-minded. If clients choose to implement solutions with BLRS, we can literally pick and choose investment and insurance vehicles from many companies with virtually no restrictions, so we can do what’s right for our clients. |
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