HOW TO GET STARTED AND WHAT´S IT
GOING
TO COST
The best way to start is to ask for a short meeting or fill
up our survey form. Find out about a consultant’s basic
procedures.
Ask for details:
- The Financial Practitioner’s background including
education experience.
- References including clients you can call.
- Is the Financial Practitioner competent in the field of
investment, life insurance, private banking, tax strategy,
estate planning and comprehensive financial planning?
- The recommendations are based on a detailed study of your
unique situation, and not through "cookie-cutter"
recommendations applicable to all clients.
- The overall capability and technical expertise of the
financial planning organization he represents.
He will be your personal financial practitioner in the new economy.
Like most professional, IPP Financial Advisor base it's fees
on the complexity an amount of time spent on each case. Three
basic methods of compensation are as follows:
Similar to a lawyer or accountant, the practitioner bills
you at a flat or hourly rate for the time he or she spends
working on your plan.
In devising your plan, the advisor may be compensated solely
by commissions earned from the products and services necessary
to implement the recommendations made.
A combination of the above 2 methods of compensation are as
follows:
The advisor charges a fee and derives commissions earned
for the products and services necessary to fulfill your financial
needs.
IPP’s philosophy is to provide excellent value and
quality service to our clients in their planning for financial
success. IPP’s fees, commissions and compensation arrangements
with our clients are equitable and add significant value to
our clients' overall financial and investment plan.
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