Index Fund Wealth Group works with clients who agree with the following:
1. I am optimistic about the future.
2. I see value in paying a fee to work with a trusted professional to help me make prudent choices with my life savings so I can sleep well at night.
3. I want that trusted professional to be a Certified Financial Planner™ who will care about me and be committed to my financial success.
4. I want to work with an advisor who's compensation is solely based on how much of my life savings they manage for me, not based on sales commissions. Sales commissions make me question if an advisor is recommending the best investment for me, or if they are recommending the best investment for them.
5. I want my relationship with my advisor to last as many years as possible.
6. I want financial peace of mind knowing that I am financially secure as long as I follow certain steps(this is a financial plan).