Financial Advisor Timothy Balfe

Timothy Balfe

Financial Archtects: Design & Build Your Ideal Life

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Independent Representation

The Benefits Of Independent Representation


  • Takes The Time To Understand You And Your Goals. As independent professionals we make it our business to learn who you are, where you are with your investment program and where you want to go.
  • Can Make Recommendations On A Completely Independent Basis.What difference does independence make? An independent professional can offer a myriad of investment options from a wide variety of money managers. True independence comes from a firm not owned or controlled by a financial services company that produces insurance or investment products.
  • Analyzes How Changing Life Conditions Affect You.  With an independent professional on your side, you can gain an understanding of how changing life and economic conditions affect your particular situation. So when you do make a change affecting your financial journey, it is made thoughtfully and mindfully.
  • Helps You Decide How To Allocate Your Assets. Owning just one investments isn't always the best strategy. Diversifying your investments among a number of different investments can reduce overall risk. What percentage of your investable dollars do you put in income investments, in equity investments, money market investments, in domestic versus international investments?
  • Helps Make Investing More Convenient. What does it take to develop a personalized financial program, monitor your progress and keep track of all the paperwork, too? More time than your busy schedule may allow.
  • May Help Improve Your Investment Experience.  Annual studies conducted by Dalbar Financial Services consistently illustrate investor results far below that which the markets offer.  Investors working with independent professionals can capture more of what the markets offer, avoiding common financial mistakes.
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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Timothy Balfe is an independent contractor of Money Concepts

note: JRW Advisory Services is an independent firm and not affiliated with Money Concepts

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