Solid Financial Planning Key to Prosperous Future

Sun, 11 Oct 2009 19:22:09 -0400

The law regards the job of an advisor as a position of trust and requires those with a fiduciary obligation to disclose any conflicts of interest and to act with a heightened sense of duty toward clients. Because The Asset Advisory Group is not affiliated with any bank, insurance company or brokerage firm, clients can be sure they are receiving unbiased advice tailored toward each financial situation. To this point, The Asset Advisory Group believes in the notion that simple investing is best, so as never to mislead or confuse clients. Complexity can seem very alluring to investors, because it appeals to the belief that smart, sharp advisors have top secret ways of outperforming the market, which is almost never the case. The Asset Advisory Group’s approach to investing does not include chasing the next best fund. Instead, the company focuses on building honest, solid portfolios designed to help preserve each client’s existing wealth while keeping them up-to-date on new ideas, strategies and solutions to help improve their financial situations. **End Summary** Topics: cincinnati certified financial planner]]> cincinnati certified financial planners]]> cincinnati financial adviser]]> cincinnati financial advisers]]>]]> About the Author: ]]> Jeannette Jones is the founder of The Asset Advisory Group , an independent Cincinnati financial advisory firm that manages investments for high net worth individuals and their families. A Cum Laude graduate of The Ohio State University, Jeannette has more than 25 years experience in the financial services industry.

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Solid Financial Planning Key to Prosperous Future