FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
Independent financial advisers are the only type of financial advisers who are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs. I recognized this fact at the start of my career and have always been independent of corporate mandates, financial products and restrictions. I can and do use all of the tools in the tool box!
I am responsible for assessing my client’s unique financial situation and devising a plan that will help meet their financial goals. This involves much more than investment advice, and, indeed, investment advice is not always the most valuable thing a financial advisor provides.
We look for ways you can increase your savings, reduce your debt, minimize your interest costs, ensure that you are protected in the event of illness or disability, examine your tax situation and look for ways to reduce the taxes you pay, consider whether you require estate or succession planning assistance and then we will turn to the matter of how best to maximize the returns on your investment capital.
Everyone should have access to sound advice.
Rick Willoughby is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated.