Wade Financial Success SystemSM
Tired of boilerplate advice disguised to sell you something? There is nothing "cookie cutter" about our comprehensive, personalized advice, enabling you to achieve your financial success.
A financial advisor acting in your interest may be doing just that:
Acting.
As a Fee-Only, Registered Advisor, we have no conflicts of interest.
(1)
Two Words. One Way To Do Business: "You First."
WFG offers several objective, non-commissioned packages aimed at giving you expert planning where you need it the most. We function as your fierce guardian and wealth advocate. Read more about our unique,
You First approach, by viewing the presentations below.
People don't plan to fail, they fail to plan Jerry B. Wade, CFP, CFS, CEO, CIO
An astute financial advisor can answer many questions.
Below are the areas of which we can provide objective, expert advice. 
(1) 95% of “self described financial advisors” are by contract with their employer, required to represent their employer first, you second. Number of Registered Investment Advisors in the U.S., divided by the total number of “registered representatives” holding a Series 7 brokerage license, mutual fund and variable annuity agents holding a Series 6 license, plus all state registered insurance agents holding an insurance license.