Compensation

Clients seeking financial planning may engage with our financial planners services on a fee basis through our advisory relationship with Osaic FA. Consultants quote rates on a flat fee basis after an initial consultation. The fee depends on the complexity of the situation. Investment advisory services may also be provided on a fee basis through the registered investment advisor approved asset management programs. When the FFG of the South consultant assists with the implementation of other investment and/or insurance programs, the selected companies will pay a commission which part of the client costs.

 

First Financial Group of the South's goal is to assist clients with ongoing financial decisions. This gives the client more control of their financial situation as a means to provide a comfort level for themselves and future generations.