I'm a registered Investment Adviser representative that works for people on their investments and financial planning for a fee.
2. Sell investment products on a commission basis if the clients prefer that process.
3. Sell Life Insurance, annuities, and health insurance products.
A FREE EVALUATION OF YOUR INSURANCE AND INVESTMENTS IN YOUR HOME IS AVAILABLE WITHOUT OBLIGATION.
JD HOUCK, PhD, ChFC, CLU
Promontory Financial Planning is a Registered Investment Advisor. Promontory was founded by Brock and Tyra Williamson. They started their careers working in the financial services industry at Vanguard and SEI Investments while living in Pennsylvania. Once moving back west they noticed many families were being sold strategies with high commissions or long surrender periods. They found that many advisors in the area were really salespeople with limited financial backgrounds employed by insurance companies or brokerage firms. Many times fees and commissions played a bigger role in investment advice than the individual clients needs.
This industry conflict along with a strong desire to help families make better financial decisions was the reason Promontory was created. As an independent firm, Promontory can recommend strategies that are best for each clients financial plan while keeping costs low. They work for their valued clients, not a specific Insurance or Investment company. By informing and consulting rather than selling products, Promontory has grown in success by working with families, medical professionals, business owners, and executives preparing for retirement.