We are very selective about the clients that we choose to work with. We know that these are long term relationships and that engaging the wrong client is not what we are looking for.
Our clients are actually our bosses and we have the luxury of only choosing the bosses we want to work for and spend time with.
We are not under the pressure of a quota or any earnings requirements. We are also not swayed by the product offerings of a large firm or insurance carrier. We are allowed to shop the market for what is best for our clients. Our investment philosophy is to work on a long term, fee-based approach.
Most of our clients are charged a small percentage of their account on an annual business and that is how we are paid. Our philosophy is to manage any conflicts of interest that may arise from transaction, commission-based business models.
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Securities offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity