III Financial Employee Directory

Financial ServicesTexas, United States0-1 Employees

Welcome to III Financial, an Austin Texas-based firm specializing in helping divorced and widowed women get financial advice they can trust. I created the firm to change how women receive financial advice. The adviser on the same side of the table as the client. No hidden costs. More compassion and concern for the individual than for the account value.

What should a good adviser give you? Post-divorce help. Estate resolution help. Education. Organization. Accountability. Objectivity. Proactivity. Progress Tracking. Partnership.

Not all financial advisers are created equal, but cookie-cutter marketing from many firms gives that impression. How do you sort through the messages to find guidance in your best interests? Look for:

★ Independence - Some advisers are expected to sell their company's products even if there are better options available for you. Others have the freedom to choose.
★ Competence - It only takes rudimentary training to call yourself a "financial adviser". Some experienced advisers succeed solely on their sales skills. Good advisers commit to a standard of excellence for competent and ethical financial planning.
★ Compensation Method - Even independent advisers can have conflicts that can interfere with your relationship. How the adviser gets paid can influence the recommendations you receive.

MY WEBSITE (www.iiifinancial.com) ELABORATES on these points and much more!

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