Our obligation is to you.
We have a responsibility to analyze your needs and recommend only the strategies that may be right for you. We are not compensated for transactions generated by client accounts, nor do we receive a percentage of commissions or fees. (Keep in mind that advisory fees apply to advisory accounts, and trading fees and charges apply to brokerage accounts.)
Clear, actionable plans.
We don't just give you information, or ideas or even insights. We provide you with a plan based on your unique needs that can help you decide what to do, then implement the decisions you've made, and monitor the progress.
Integrated solutions.
Some company's advisors are primarily investment brokers; others are insurance agents at heart. But we are retirement planning specialists who can integrate a variety of strategies to address your specific needs.
The SecurePath Advisory Services program is offered through Transamerica Financial Advisors, Inc., (TFA), a registered investment advisor. To learn more about available investment options, fees and charges and financial planning services included, call 866-248-9421 to request a copy of TFA’s Form ADV, Part II brochure.
SecurePath by Transamerica financial advisors are registered representatives and investment advisor representatives of Transamerica Financial Advisors, Inc., (TFA), member FINRA, SIPC, and Registered Investment Advisor.
