There are only four possible ways any company or financial services firm in this industry can be compensated. At CONWAY Financial, we give you the full spectrum of options in how you chose to compensate us for the services we provide for you. Our menu is as follows:
Depending on your situation, it may be a combination of the above depending on the professional services used and the financial instruments chosen to implement your plan.
Being independent, we are not affected by any company's emphasis on proprietary investment or insurance products, which could potentially create a conflict of interest. We understand our client's interests are our highest concern and we make our recommendations accordingly.
We have access to all the financial products (brokerage accounts, stocks, bonds, fee-based accounts, mutual funds, annuities, retirement plans, and insurances, etc.) to implement almost any plan an individual or business may need. Our strategic alliances with CPAs, tax and estate planning attorneys, and third party administrators give additional depth when the services of these professionals are required.
After thorough fact finding, we will make a recommendation for the most appropriate products or services with which to implement your plan, based on your goals, your overall financial condition, your risk tolerance, and your time horizon. We do not use a one-size-fits-all, or "cookie cutter" approach as to which products or services to recommend to each client. Each plan is custom tailored to fit your goals with specific recommendations for suitable products and/or services. All fees are discussed and agreed upon before any plan is implemented.