Our Promise To You
With 3 Financial, we know that you only have once chance to plan your future right. That’s why we take the role of your financial advisor very seriously.
Here’s our promise to you.
- We’ll only provide real advice, not sales pitches; that’s why we are a fee-only financial advisor.
- We will act as your legal fiduciary and put your interests first…always.
- We will listen more than we talk, so we can be sure we’re providing the assistance you’re looking for.
- We’ll explain everything to you in plain language, not jargon since we know you are busy and don’t have time to look up financial terminology.
- We will always provide clear and straightforward fee information in writing, prior to work starting, so you’ll always know what our services will cost.
- We’ll always include unlimited support so you can call or email us with questions, without being concerned about a surprise bill.
- We don’t have a minimum asset requirement since we know that we all have to start somewhere. As long as you’re willing to commit to improving your financial future, we’re happy to work with you.
Keeping Your Money Safe
Another part of our promise to you is keeping your money safe. That’s why at 3 Financial, we don’t hold any of your assets.
Instead, we partner with TD Ameritrade to provide this critical role for you.
TD Ameritrade is in the business of safeguarding investor money and they provide these services for millions of investors nationwide.
By using an independent third-party custodian, you get the protection and security you need. At the same time, you also get a valuable check and balance, since you’ll receive separate statements from TD Ameritrade every month detailing your holdings. This acts as an extra layer of security for you, protecting your accounts from fraud.