Boomers Tap Independent Boutique Advisory Firms forNest Egg Funding Options

A growing number of independent financial advisors and boutique firms are helping seniors change the way they plan for retirement by exploring all possible revenue sources and options.

Frustrated over the lack of practical advice coming from mainstream financial brokerage houses, a growing number of baby boomers are turning to small, independent financial advisors for non-traditional options to funding their retirement nest eggs. These boutique investment agencies are making the effort to recognize the unique challenges today’s retirees face, and have adapted their services to offer creative options for retirement preparedness.

Unlike previous generations of American retirees, baby boomers are heading into their golden years with their own set of needs unlike those of their parents or grandparents. Unfortunately, mainstream brokers are still selling today’s seniors standard products that do not fit their long-term needs.

A growing number of experienced financial advisors are breaking away from old-school corporate groups to free themselves and their clients from the trappings of proprietary products and cross selling. Independent advisors like Ken Heise of the financial planning firm Heise Advisory Group in St. Louis are motivated by the desire to offer personalized retirement planning services away from the mainstream financial institutions that are ill-equipped to help clients whose situations don’t respond to cookie cutter solutions.

“Today’s financial environment demonstrates that mainstream brokerage firms and wire houses aren’t likely to explore non-traditional retirement income strategies the way an independent advisor does,” he says.

An independent financial advisor is likely to ensure that consumers receive more customized client-centric support, unburdened by the constant pressure to sell products that may or may not be the best solution for their client’s needs. An independent advisor has the freedom to offer a broader range of unbiased financial strategies and advice in developing the most effective retirement plan for each individual client.

With a financial services landscape that is anything but one-size-fits-all, more and more savvy retirees are choosing to go with an independent fiduciary advisor who has a legal and ethical commitment to act responsibly in the client’s best interest at all times. Choosing the right advisor should boil down to finding one committed to understanding each client’s individual vision for retirement, assessing the client’s unique risks, assets and expectations, and strategizing a solid plan to accomplish the client’s retirement goals.

Disclaimer: Ken Heise is an Investment Advisor Representative, Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Lori Heise is a Licensed Insurance Representative.

Contact Info:
Name: Ken Heise
Email: Send Email
Organization: Heise Advisory Group
Phone: 314-909-1116

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Release ID: 81250