Independent advice begins differently

What choices are available to your advisor?

An independent financial advisor has a similar role to an architect. Your architect begins their design process with the question, ‘How do you live your life?’ and then draws. You could bypass your architect, instead using a pre-drawn house designed with a builder's interests in mind, but which is most likely to suit you for the long-term?

At the outset of a wealth management relationship, understanding the origins of your advisor’s advocacy will either instill confidence or make you question their advice. When an advisor chooses independence, they typically do so because they want quality over quantity, customization over replication, and infinite product choices over a fixed menu. Independent firms are typically smaller, and thus lack the pressure of in-house product lines and profit-driven shareholders. At Skyline Financial Northwest, we also require advisors to embrace a fiduciary duty and to act in the best interest of their client.

Long-term relationships are a fundamental byproduct of Skyline’s independence. Over time, as trust for your advisory team deepens and you begin to make decisions with precise, personalized data, one-size-fits-most financial solutions lose their appeal. We won’t thrust upon you what is ‘normal,’ rather we seek to understand your unique vision for your life and create a financial plan to take you there.

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