Our mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Dallas, TX (PRWEB) September 27, 2013
VAL-Trust Capital Partners, LLC was awarded the "Best of the Best" designation for excellence by Follow Media Consulting, Inc. in the category of Financial Advisor Plano TX and Financial Planner Plano TX . This award signifies the continued commitment and dedication of the areas best in wealth management and retirement planning.
In the financial services industry, there are generally two ways of obtaining financial advice: one is given by registered representatives or brokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
Val-Trust Capital Partners, LLC is an investment advisor, serving clients in Dallas, Texas and surrounding communities. Their mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Dr. Carl Howe is an investment advisor representative and the Founder of the VAL-Trust Financial Companies. He can be heard as a periodic co-host and the expert contributor on financial planning for “Real Talk Texas” in the Dallas- Ft Worth Metroplex. The Show airs every Sunday on AM 570 KLIF News and Information radio which is an ABC News station affiliate.
Today, VAL-Trust utilizes a "Fundamental Approach to Wealth Management" utilizing the resources of independent estate planning attorneys, CPA’s, insurance carriers and third party asset managers that work directly with clients. Through a strategic alliance with the above disciplines, their programs are designed around investing conservatively, reducing exposure to risks, achieving individual financial goals and transferring more wealth to a family.
In today’s complex financial world, information is power. As investment advisor representatives, Val-Trust Capital Partners, LLC operate under the requirements of a fiduciary. However, not all products are offered on a fee basis, so they also offer products as a registered representative when appropriate based on clients’ needs. They feel this model helps ensure that their clients’ interests are also their interests and that they are able to serve a variety of needs.
Call them at phone number (972) 885-6135 or visit their website at http://www.retirementfoundationgroup.com to know more.
About Follow Media Consulting, Inc.
Named one of the best SEO companies by Jonas Marketing, Follow Media Consulting, Inc. is a rapidly growing worldwide firm of SEO, Social Media, and Mobile Marketing Professionals. Follow Media Consulting, Inc. headquarters is located in Richmond, VA. However, our professional team is networked across the world, with regional offices across the United States, in the United Kingdom, Canada, Australia, France, South Africa, the Philippines, and India.