FINANCIAL GROUP

NJ Retirement Planner, Investment Advisor, Retirement Education, Free Consultation, Investment, Wealth Management, RJL Financial Group,Ridgewood

1156 East Ridgewood Avenue, Suite 7

Ridgewood, New Jersey 07450

Call us at 201-612-6626

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NJ Retirement Planner, Investment Advisor, Retirement Education, Free Consultation, Investment, Wealth Management, RJL Financial Group,Ridgewood

Take the next step to

become the authority on your retirement!

RJL Financial Group would like to cordially invite you to attend one of our complimentary educational retirement workshops held regularly throughout the year.

 

Topics and strategies presented during our educational forums are especially helpful for those with 15 or less years until their retirement goal date or those already retired.

 

Fill out the form to register now!

REGISTER NOW!

Our next  Lunch & Learn is in the works.

Register today for a guaranteed

seat at our next event!

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ENVESTNET CLIENT PORTAL

fiduciary vs suitablity roles

Recognizing the difference between the fiduciary and suitability standards may also help you to appreciate the level of care you receive from a trusted financial advisor. Although the distinction between the fiduciary and suitability methods of offering advice is rarely discussed by "broker-led" large financial companies, we feel it is essential for investors to know the difference.

BROKER (The Suitability Standard):

 

  • Offers products for sale from a range of products carried by the company he or she represents
  • Is paid commissions calculated as a percentage of the amount of money invested into the product

 ADVISOR (The Fiduciary Standard):

 

  • Offers "best advice" taking into account the needs of each individual client
  • Is paid a quarterly fee calculated as a percentage of the assets under advisement

 *The hypothetical chart shown above could be representative of any security or portfolio including Bonds, Stocks and other investments. It is intended as an illustration of a general concept and should not be considered a representation of actual performance, past or future.

UPCOMING EVENTS

COMING SOON!

We're working on scheduling some great new events!

Give us a call or check back soon for a complete list of upcoming events!

CALL 201-612-6626 FOR INFO

Let RJL Financial Group help you build confidence in your retirement strategy and realize the outcome you imagined for your retirement years. Take the next steps to becoming the authority on your retirement today by calling (201) 612-6626.

©2017 RJL Financial Group.  All Rights Reserved.  Investment Advisory Services offered through Global Financial Private Capital, LLC,  a SEC Registered Investment Advisor.   All written content on this site is for information purposes only. Opinions expressed herein are solely those of RJL Financial Group and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by RJL Financial Group.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.  RJL Financial Group does not offer tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.