Hoosier Financial: Financial Advisor, Financial Planner, Benefits Consultant
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About Our Firm
Leadership
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Adam Young
Shaun Davis
The Hoosier Financial Difference
The Fee Only Approach
Frequently Asked Questions
Services
Ongoing Advisory and Asset Management
Needs Based Work Session
Investment Policy Statement
Second Opinion Review
Benefits Consulting
Foundations and Charitable Services
Long Term Care Consulting
Debt to Retirement
News and Events
Community
Networking
Disclosure
The Fiduciary Oath
Contact Us
Account Access
Staff
The Hoosier Financial Difference
Traditional Advisors
(Commission/Fee Based)
No commissions, special interests, or kickbacks.
Advisors paid for expertise and advice.
Financial solutions.
No sales goals etc. from "home office".
Fiduciary responsibility.
Full transparancy regarding fees and structure.
Fair cost approach that keeps money in your pocket.
Comprehensive financial planning.
VS.
Varying commissions, kickbacks and special interests.
Advisors paid when you make a transaction.
Financial "products".
Sales goals and must hit numbers from "home office".
Suitability requirement only.
Little to no transparancy regarding fees and structure.
Expensive commissions or fees that chip away at your returns.
Limited scope usually focusing on investments only.