Advisor Guided Support - Consulting
Advisor-Guided Support - Consulting Service
If you are not in need of our investment services full time because you like to do it yourself, but may benefit from advisor-guided support, our consulting agreement might be just what you need.
This service can either be flat-fee or hourly rate. We use the same tools and processes as we do for our investment management clients, however you are taking the necessary management and monitoring steps on your own, WITH OUR GUIDANCE as necessary.
Many of you will do well to consider a consulting agreement as an add-on for a more complete process, however if you are just seeking a second opinion on your investment choices we offer this flat-fee second opinion service as a stand alone as well.
Areas guidance can be provided:
- Savings Analysis
- Income Needs Analysis
- Distribution Planning
- Funding Recommendations
These are just some of the areas we can provide consulting services, call us for more information on 302-239-2111.
Advisory services may only be offered by Investment Advisory Representatives in connection with an appropriate Cetera Advisor Networks advisory services agreement and Disclosure Brochure, as provided.