When mapping out their financial futures, people ought to have guidance from financial advisors who put their clients’ interests first, according to experienced wealth planner Brent Meyer.
That is the philosophy that defines Safe Money Resource, a small network of independent Safe Money Representatives who are completely committed to helping investors secure their long-term financial goals.
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As part of its mission to investors, Safe Money Resource now has an approval process for vetting financial advisors and certifying they meet high standards for professional ethics, experience, and a client needs focus. Branded as the "Safe Money Approval" process, it will help in establishing strong relationships between Safe Money Resource’s client minded experts and people seeking retirement planning advice they can trust.
Meyer, President of Safe Money Resource, has worked in the financial services industry for over 13 years. He started Safe Money Resource in 2006, after he saw how many financial advisors act for their personal gain over their clients’ long-term benefit.
Meyer said: "There are many unscrupulous financial advisors who take advantage of their clients’ lack of financial awareness or trust. People don’t know what questions to ask, and their financial well-being suffers as a result. Safe Money Resource represents a group of client minded independent retirement planning specialists who are dedicated to empowering investors for long-term financial security. We closely scrutinize every financial advisor who applies, so we’re sure they exemplify our mission to our clients and their long-term objectives."
To be part of Safe Money Resource, financial advisors must meet several criteria. Among these criteria are the following requirements:
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By GlobalData- Pledge to look out for the best interests of each client and act according to high ethical standards and the utmost professionalism
- Be an independent advisor who can offer many retirement investment options, not just financial products from one company
- Have an established track record that showcases professional ethics, financial expertise, trustworthiness, a laser-focus on client needs, and more
- Agree to abide by strict, ongoing professional and ethical standards
- Commit to fully disclose all factors that can influence a client’s decision to buy a retirement investment product
