So, what’s a “Stand-up Advisor”?
“Stand-up” is an acronym that stands for Scientific Testing and Necessary Disclosure Underpinned Professionalism.
A Stand-up Advisor is someone who practices transparency when giving financial advice, and discloses all material fact with regards to the universe of products they are recommending.
We don’t offer products, we offer strategies.
The most important asset Stand-Up Advisor offers clients is advice. From an initial financial needs analysis to a detailed product offering proposal, our goal is to ensure you have a full understanding of the available products that best suit your financial needs.
Stand-Up Avisor offers strategies aimed to improve your present financial situation, while helping you plan for the future. Whether you are looking to purchase disability insurance or looking for debt management solutions, we guide you through the process, so you can make informed decisions that makes sense to you and your family based on your lifestyle and financial goals.
Why Stand-Up Advisor?
Stand-Up Advisor is independently-operated and firmly rooted in ethical practice. We are not affiliated with any financial institution. This means that when there is a need for a particular product, we conduct a search of all the institutions offering that product in order to find you the most competitive rates and the best return for your investment.
At Stand-Up Advisor, we work with you while creating your investment proposal. We value the relationships we build with our clients and take pride in providing financial services that are tailored to your lifestyle and needs. We don’t just offer financial advice. Our goal is to become your financial partner.
Get financial advising you can trust. For more information on our investment strategies, or to book a consultation, contact us today.