PRODUCT CONSULTING: OBJECTIVELY REPRESENTING OUR CLIENT

CollaborativeWealth™ strives to eliminate all conflicts of interest in order to provide complete objectivity. The firm works primarily on a fee basis. The Investment or Insurance Specialist will attempt to locate the best products for the client. This is the reason the firm provides product consulting as a value-added service to our clients. After a financial plan has been developed and recommendations on product vehicles have been created, we offer our client the service of brokering specific products from many third party companies with whom our representatives are appointed.

INVESTMENT RELATED: LPL Financial

Stocks • Bonds • Options • Futures • Mutual Funds • Hedge Funds
E.T.F.s • No Load Funds • Variable Annuities
Alternative Investments • Limited Partnerships
Advisory and Brokerage Accounts • Separately Managed Accounts
Retirement Accounts • Commercial Retirement Plans

INSURANCE RELATED: Our Many Affiliated Insurance Companies

Fixed Annuities • Variable Life Insurance • Whole Life Insurance
Universal Life Insurance • Term Life Insurance
Long-Term Disability Insurance • Long-Term Care Insurance
Health Insurance

ADDITIONAL SERVICES

Trust Accounts

To remain objective, CollaborativeWealth™ will seek at least three superior quotes from highly qualified companies, giving our client the greatest degree of flexibility in purchasing a product. Any commissions that CollaborativeWealth™ would receive from a sale of a product are disclosed to the client giving them additional information in making an objective decision.

After a product vehicle has been implemented, the client's wealth manager will provide ongoing service on the products as long as the client is with CollaborativeWealth™.

• Comprehensive Financial Planning
• Investment Advisory & Management
• Risk Management
• Product Consulting
• Innovative Collaboration