| Fiduciary Consulting Group, Inc. |
 |
|
Thomas C. Tyler, Jr.
J.D. LL.M. Taxation, CFP
981 Ridgewood Ave, Suite 104
Venice, FL 34292
(800) -622-4243
(941) 483-4992 FAX
Sarasota, Florida Investment & Wealth Management and Financial Planning -
Serving Sarasota & Venice, Florida
|
|
WHO WE ARE
Are you looking for an alternative to your
present investment strategy? Are you growing less and less satisfied with the
reduced services, conflicts of interest, and increasing costs and commissions
associated with brokerage firms and trust companies? Are you truly confident
that your broker or trust officer has the knowledge and training to help you
attain and maintain the financial goals that are so important to you? If you
are tempted to answer anything but an affirmative yes to any of these
questions then please read the following description of an investment
management concept that is fast becoming the preferred method of financial
management by the affluent in this country.
Fiduciary Consulting Group, Inc. is an independent, fee-only, investment
management, estate and financial planning firm. As a registered investment
advisor, our mission is to provide a superior alternative to brokerage firms
and trust companies. We differentiate our firm from brokerage firms by
providing independent, fee-only investment management and by focusing on
long-term financial planning rather than on products, sales and transactions.
We do not sell investment products nor do we broker securities, and thus do
not receive commissions. We differ from Trust companies in our ability to
deliver independent, personalized, hands on planning and service for a
substantially reduced fee. At this firm you deal directly with the trained,
experienced professional who helps you manage your finances and investments,
rather than with an account executive or “new business” representative from a
bank.
Fiduciary Consulting Group, Inc., established ten years ago in 1995, does not
retain custody of client assets. Clients take great comfort in knowing that
all accounts are titled in the name of the individual client at Charles Schwab
Institutional, a financial services company giant. At all times the client has
complete access and control of his or her account. Charles Schwab
Institutional, a division of Charles Schwab, is the leader in providing
services to independent, fee-only investment advisors throughout the country.
As a client of Charles Schwab, through your advisor, you have access to all of
the products and services available at any other leading brokerage firm or
trust company. Additionally, Schwab provides one of the highest levels of
account protection in the industry.
As a way of demonstrating the uniqueness of our services, we offer
complimentary consultations and educational seminars to qualified individuals.
Many of the topics that may be covered in these private meetings include:
• What mutual fund companies and brokerage firms do not want you to know about
the internal costs and below average returns associated with the majority of
no-load mutual funds and variable annuities.
• The importance of measuring investment return on an after-tax basis rather
than on the return results reported by the individual mutual fund companies
and by services like Morningstar.
• The many benefits of including index funds as part of your investment
portfolio.
• How to build an investment portfolio that is suitable for your age,
knowledge about investing, tax bracket and risk tolerance.
• How asset allocation and sophisticated diversification actually work and how
it may add to the return in your portfolio.
• Why stock picking and market timing are loser’s games.
• Tax planning for IRA distributions.
• Estate Planning issues including both probate issues as well as
sophisticated tax planning issues.
You are invited to call our office and schedule a complimentary consultation
to discuss some or any of the above topics. You are also invited to attend our
next educational workshop. There is absolutely no obligation attached to
either of these invitations.
Please call 941-412-3451 or 800-622-4243 if you are interested
in either a private consultation or attending the seminar. |
>>
Privacy Statement
|
