One of the things that we’ve recognized in the financial planning industry over the years is that it has been very product-focused. Financial advisors are incentivized to sell specific insurance and investment products to their clients in exchange for commissions. So let me ask you a question: do you want to buy a product or do you want valuable intellectual property and financial advice?
At Ocean 6, we have transitioned to a full fee-for-service and fee-based financial planning model, which means we get to help our clients win and focus on accomplishing their goals without having to buy a specific investment or insurance product.
Not that there’s anything wrong with buying products – they’re important tools to help you get to where you want to go. But those tools aren’t going to get you there without a strategic plan and without a blueprint for success.
Watch the video on this strategy
If you want to learn more about our fee-for-service model and how we deliver intellectual property that helps our clients win, book a call, we’d be love to run you through our full financial planning process.