It doesn’t count as a service just because you’re paid to do it.
Advisors do sell products; it’s a fact. But there’s a difference between selling a product and seeking real and customized solutions. And we do that by asking not, “which product do you want,” but what's the best way to help you achieve your goals?
We believe real service isn’t one that complicates, but illuminates, shining a light on the industry and the ways in which we can make decisions simpler and options more accessible.