FAQs

How much am I paying my existing advisor?

Management fees…12B-1 fees…administrative fees…expense ratios…turnover cost…where does it end? Chances are, if you have your money invested anywhere on Wall Street, you are paying a cost or fee. In the “risk” world, you can’t escape fees. The “safe” stuff is a bit more transparent. In most cases, you have to dig deep within your prospectus or account statements to find what you are actually paying to hold your investments. Unfortunately for you, most advisors and brokers do not have to fully disclose the fees you are paying.

At The Burzynski Group, we know that fees are a part of investing in "risk" money. By taking alternative investing paths and using lower cost vehicles, you can lower your fees to a certain extent. There are also "safe" investment options that offer little to no cost to you. When investing in "risk", you need to understand whether or not you are receiving value for the fee you are paying.
 

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 248-641-3900 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Have Questions for Walter and Brett?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Other commonly asked questions:

How much risk should I be taking during retirement?


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How much am I paying my existing advisor?


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Will I run out of money?


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How do I leave a legacy?


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How do I avoid probate?


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How do I stop losing money in the market?


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How do I develop an income plan?


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How do I know when to retire?


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What should I do next?


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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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The “10 Things to Know About Planning Your Retirement Income Report” is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.