Providing investment, financial, retirement, and insurance solutions under a fiduciary standard of care. You may be surprised!
Marty Phelan is an Investment Advisor Representative with Wealth Financial Group, an SEC-registered Investment Advisory firm. Marty is also a FIDUCIARY, meaning that unlike other financial advisors, he is bound by duty and law to ONLY make recommendations that are in the best-interests of his clients. This is a different, higher standard of care that he is held to that a "suitability" standard use
d many non-fiduciaries. Marty offers financial and retirement planning services that are unbiased, holistic, and objective. Working with Marty you get UNBIASED advice because Marty is an independent advisor, meaning that he has the freedom to create a custom solution for you based on your needs using every approach and product available - without being bound/obligated to any specific strategy, product, or company. Marty's approach is also HOLISTIC, meaning that when looking at your financial goals and strategies, everything is taken into account. Retirement, college planning, real estate, life insurance, tax liabilities, pensions, Social Security, Pensions, income plans, estate planning...changes to one often affect the others. Marty works to understand your complete needs and goals to help improveyour total financial picture. Marty also provides complete TRANSPARENCY regarding any fees you are charged. Ask about Marty's FEE ANALYSIS for your existing investments to see what you've been paying. FIDUCIARY SERVICE, at all times and in all things. Call 773-719-3976 today to schedule a no-pressure, no-obligation meeting with Marty to see how you can improve your overall financial health - now and in the long-term.
