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What Sets Us Apart
It is no secret The Monitor Group is
well known as a top financial planning and wealth management firm.
However, we realize our service is not right for everyone! As a result,
we have found it helpful to list some of the things about The Monitor
Group that our clients have said make them satisfied and happy.
Peace of Mind Our clients don't want to be on the "bleeding edge"
owning possible high-return investments (with this comes high risk);
they want to sleep at night. Our clients do not want to be involved in
the frantic activity associated with short-term trading or in the
gambling element that can be injected into investing. We provide sound,
low-cost investments using the same investment strategies as large
institutions such as pension funds and major charitable organizations.
Individualized Attention Our clients want to work with someone
who takes their individual circumstances into account when giving them
advice. The Monitor Group takes the time to develop an overall view of
each client's unique financial situation. We are a small firm using a
team approach to get to know each client personally.
Investment Expertise We are full-time professionals with
specialized education and years of experience in investing and solving
various financial issues. Our clients know you cannot develop adequate
investment skills from reading consumer finance magazines on the
weekends, browsing the Internet, or watching CNBC.
Objective Advice We always provide 100% objective advice, not
sales talk. Most who offer financial and investment advice are product
salespersons of one kind or another. The only thing we "sell" is our
expertise and experience.
Fee-only Compensation We avoid all conflicts of interest because
our firm is compensated solely by our clients. We do not accept
commissions from the sale of investment or insurance products; rather,
we receive fee-only compensation. This
means we truly serve as a financial fiduciary for our clients, acting as
their advocate in addressing their financial goals and concerns.
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