Reality talk. . .

The reality is there is no better time than the present to plan for your secured financial future.
All successful journeys begin with the creation of a roadmap. Whether you use an “Atlas” or a “GPS”, you still must decide on the route and the means of transportation.
Taking the time to plan is an investment in your future peace of mind.
Start mapping your financial future today and enlist the help of an “Independent Financial  Professional”.

Here is why an Independent Financial Advisor may be right for you. . . .

  • As fiduciaries, the Independent Investment Advisor Representative / Financial Advisor, is held to the highest standard of client care – and is required to act in the best interest of their clients, always!
  • The term “Independent Financial Adviser” (IFA) was coined to describe the advisers working independently for their clients rather than representing a particular or specific insurance company, investment bank or financial institution, etc.
  • An Investment Advisor Representative (IAR) / Financial Advisor provides financial guidance to his/her client and is generally paid a fee for managing assets, giving advice, or both.
  • They are professional independent advisors associated with a Registered Investment Advisory (RIA) firm that processes the fee-based business who is also responsible for regulatory compliance and adherence to securities laws.
An Independent Financial Advisor, can provide unbiased solutions tailored to each individuals’ needs and circumstances.
“Unique solutions for unique people”.

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. De Soto & Company and Cambridge are not affiliated.
Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any the financial institution. – Not FDIC / NCUA / NCUSIF Insured – Jesus A.(Jay) Soto, LUTCF is licensed in New Mexico, Texas, Florida, Georgia and Washington states.


Close Menu