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What will you gain by working with Advice-Only financial planner Sandi Persoon?

photo of a couple reviewing their investments to determine what they are paying in fees and comparing that to what they would pay with Advice Only financial advisor Sandi Miller.The first gain: more money left in your pocket. Why? The fee charged by Advice-Only Financial Planner, Sandi, is certainly less than what you will pay a traditional fee-based or commission-only financial planner, or some combination of both.

But that is just the start of the good news.  You are also going to appreciate the:

  • Complete transparency - you know exactly what you are paying and when you make payment.  No hidden fees.
  • Tax savings - an under-appreciated benefit of effective financial planning
  • Increased potential for earnings - Paying less for fees means you have more money available for investment.   Moreover, with a more holistic approach to your entire asset portfolio -- a key aspect of Advice-Only Financial Planning -- you could get a better return on your investments over time.
  • Bias-free recommendations - since Sandi receives no commission on the investment products she recommends, she is free to choose what is best for you.
  • Freedom to choose the plan that fits your needs and budget - you could choose to receive a consultation, billed by the hour, or you could ask for a financial plan, which is offered for a set fee, depending on the complexity of your plan.

Why settle for less?  Get in touch with Edmonton financial planner Sandi Persoon by phone (780-467-6647) or online to learn more.

For more information, please contact us online or call: 780-467-6647

Edmonton advice only financial and estate planner

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