402-333-8751
402-333-8751
Home
Your Retirement
What We Do
TV Show
Contact
Client Login

Do current financial uncertainties, like not having a pension, have you concerned about retirement?  If so, your not alone.  In fact, "Only 13% of Americans with at least $1 million in investable assets feel wealthy...the fear of running out of money in retirement and reliance on their own savings -rather than Social Security and employer funded Pensions - make it harder for even well positioned Americans to feel financially wealthy..." - USA Today

Menu

Home
Your Retirement
What We Do
TV Show
Contact
Client Login

[/db_pb_accordion]

Hello there

Is this morally correct?

I know a lot of people have their accounts at major brokerage firms. Something you may not know is that several of the “big firms” are getting paid extra by the mutual funds they sell. It’s called Revenue Sharing.

Take Edward Jones for example, last year 27% of Edward Jones profits were Revenue Sharing payments from American Funds. This is why virtually every client’s portfolio at Edward Jones contains a large sum of American Funds – the company is getting paid extra to sell them over everyone else! This just goes to show why working with an independent advisor can be a much better choice and removes a hidden agenda such as “Revenue Sharing.” This information is great ammo to keep and educate yourself on what’s really going on in your portfolio and to help you make the best possible decision for the future of your retirement.

If you are ready to sit down and talk about your situation give us a call (402) 333–8751

Advisory Services offered through API Financial Advisors. We do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.