The purpose of this information is to educate you about the benefits of working with an independent Registered Investment Advisor (RIA) as well as the services Banker Investment Group offers:
If you're someone with a sizeable sum of money to invest, finding an advisor to help with that is easy. Finding one who is legally bound to act in your best interest can be easy, too - if you make sure you work with a registered investment advisor, or RIA.
Independent registered investment advisors provide a variety of services to their clients. This is a series of 3 hypothetical scenarios that demonstrate how independent registered investment advisors might work with investors to provide tailored solutions to their complex financial needs.
After answering these questions, we can determine whether or not your current custodian is the best for you.
Take a look at our brochure.
The right investment advisor does what's right for you...
Important questions to ask before you hire an investment advisor.
Three independent advisors explain why you may want to consider a registered investment advisor (RIA).
Information regarding different Social Security benefits and how to get the most out of it.
Information regarding the ins and outs of RIAs.