Our Independence...
Our Service and Compensation
Solid Financial Options does not represent any single bank, trust company, insurance company or investment company, nor are we a financial institution. We transact business on YOUR behalf with many different institutions, recommending the most appropriate financial products considering price and cost, contractual provisions, financial strength of the plan provider, and access to worldwide service.
What will working with us cost you? In most cases we do not charge a fee for our services. By successfully recommending the right products for your needs and objectives we are compensated by the chosen financial institutions. In the case of mutual funds, our compensation is outlined in the Simplified Prospectus: it is important that you read this document and that you understand the particulars surrounding redemption schedules.
Another way in which we get compensated is through referrals: if you like the services we provide and think our services are valuable, we ask you to personally introduce us to people who may benefit from them. Since we rely on referrals for our business, our reputation is our most valuable asset.
‘Accumulating wealth through one’s lifetime is a challenge in itself. Knowing how to keep that wealth and have it work effectively for you is a broad, often confusing, yet imperative process.’
Our job at Solid Financial Options is to simplify and monitor the process of your financial management so that you don’t have to.