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Finalize your project-based plan and get the answers you need.
The biggest issue we had before was not feeling guided without an expert in our life. [After the session], I could come at the full financial picture with a greater peace.
Our Advisors are Different
We believe everyone deserves an advisor who puts them first. Here's how MFC stacks up.
MFC’s Network of Advisors
Bank and Brokerage Advisors
Primary duty to client
Working for a company
Primary duty to employer
Compensated by flat fee or hourly rate for services, pricing is upfront
Fee and commission-based
Compensated by selling products like mutual funds, stocks, and insurance for their employer
Legally required to make recommendations exclusively in the best interest of the client
Allowed to prioritize recommendations that benefit the advisor, as long as it is suitable for the client
Certified Financial Planner® (CFP)
CFPs make up only 20% of advisors which requires high standards of education, experience, and ethics
Not required to be CFPs
80% of advisors are not CFPs, with varying credentials and experience
Must have a clean history, with no disclosures at the SEC, FINRA, and CFP Board
Prior disclosures and disciplinary history is often allowed as long as the matter is settled or resolved
I got into this kind of advising because I don't want to be dependent on selling products. I wanted to be as independent as possible to focus on what the client needs. I don't care how much money you have, everybody deserves good advice.