Why We Are Different
At True Peace Financial Solutions, we are a Team. We are able to present a full circle of financial options. When it comes to providing the retirement guidance you need, it is delivered with the service you deserve. We work hard to earn your trust (and keep it!) from the start and are committed to making your journey to retirement a pleasant experience. True Peace Financial Solutions works with you to help ensure you can retire with financial confidence knowing:
- We address each aspect of your retirement plan.
- We create tailored solutions. You receive recommendations that fit your needs.
- We educate you on all the options available to help you reach your specific financial goals.
- We update you regarding financial laws and regulation changes that may impact your finances.
- Our independence allows for recommendations to be specific to your needs and goals.
- We monitor and adjust your retirement plan as needed.
- We are here for you today and we’ll be here for your family tomorrow.
Most importantly, as an Investment Advisor, I act as a fiduciary, recommending only what is in your best interest. In so doing, I demonstrate the higher standard by which I am held as a fiduciary. In fact, in that role and as your retirement planning advisor, I must always place your interests above all else. Additionally, I am committed to a MUCH higher disclosure standard than other registered representatives of the securities industry. All of which benefits you….The Client.
One of the most important things I can do for you and your family, as your Investment Advisor, is to provide you with a written comprehensive retirement income plan.
Among many other tangible outcomes, I am committed to making sure you:
- Have a written plan to maximize your retirement income
- Have an established plan to manage your income taxation during retirement
- Have an exit strategy for your IRAs and other accounts, stating how you will use them
- Position your assets to minimize volatility
As a Team, we are personally and professionally committed to maintaining client privacy and confidentiality. We safeguard all information entrusted to us by our clients and prospective clients. The information exchanged in all meetings, dialogues, phone conversations and emails will remain private and confidential and used for the sole purpose of making beneficial recommendations for you, your retirement and/or the appropriate financial strategies and/or products.
At True Peace Financial Solutions, we are different because we strive to ensure you are fully confident that your financial needs, dreams and legacy are reflected in the careful management of your hard earned resources.
Experience the Difference that is True Peace Financial Solutions! Call for your appointment today…..Or RSVP for one of our Dinner Seminars by calling 913-681-2609.
We look forward to meeting you!
The True Peace Financial Solutions Team