Strong Opinions

May 20, 2010

Today I was on a conference call with Ron Carson, LPL's top producer for 19 straight years. This not only applies to our business but to life in general! You need to have a strong opinion without being arrogant. Here at Financial Benefits Unlimited, LLC we have a strong opinion on client service! You can buy financial products from a variety of sources, i.e. banks, credit unions, wire houses, or independent financial planners. We believe that using an independent financial planner has the greatest value and this is why. We, Financial Benefits Unlimited, LLC, has no proprietary products or “short list” like banks and credit unions have. We also don’t hold securities in a general account that we “need” to sell like wire houses. When you call Financial Benefits Unlimited, LLC you will talk to the same person eveytime, not someone that got transferred in from another place and doesn’t even know your name and will probably be transferred to another place next month. We have an “old school” approach to client service, like making house calls and actually returning phone calls the same day! We pride ourselves on this and this is where we differentiate from our competition. We are currently “stress testing” portfolios and would like to get together to review your assets allocation. Please contact us at any time to review your accounts.

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Phone: (860) 349-3826
Fax: (860) 349-3829