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Why Use an Independent Advisor?

In a bigger, faster, and more complex world where should you turn for answers?

Big financial institutions have some of the answers, but they often focus on selling an image while promoting their own proprietary products. Because of this self-interest their representatives lack the objectivity of an independent advisor and the ability to truly customize a plan for each individual.

With so many financial management companies, choosing the right one can be confusing. But sometimes smaller is better. An independent advisor can offer a more agile, personal, flexible, objective and integrated experience for the client.

Using independent advisors can help you put all the pieces of the financial puzzle together. With an independent advisor You are the focus. Your needs, objectives, and desires are the priority. You are the center.

The independent advisor’s objective is to help you get where you want to go, to help define your goals and objectives, to assess your current risk tolerances, to evaluate your asset allocation, and to reduce and eliminate taxes where possible.

The independent advisors are associated with G. A. Repple & Company, an independent Investment Advisory Firm and Registered Broker Dealer and member of the FINRA and SIPC. G. A. Repple & Company has put together various strategic alliances with some of the world’s finest and largest financial institutions. These alliances have created a powerful information resource network.

The expertise of Independent Advisors lie in their ability to wear many hats and coordinate separate financial areas with knowledge, integrity and timeliness. These alliances bring together exceptional companies that balance and strengthen each other. The company’s credibility comes from listening to you and your goals and then working together with you to achieve these goals.

As a full service, one stop resource, G. A. Repple & Company can help you with estate planning, trusts, taxes, insurance, investment, wealth management, business planning, asset management, executive compensation, retirement planning, cash management and everything in between.

The firm has built strategic alliances with National Trust companies. These companies date back to 1914 and were founded by members of America’s leading families in states where wealth-building is advantageous.

Through its independent alliance with National Financial Services the firm is able to bring cash management, checking, and brokerage services to you. National Financial Services is a Fidelity-owned company and is a recognized leader in the financial service area. With this alliance the company has access to almost every mutual fund available. They are able to offer competitive rates on certificates of deposits from banks all over the country and stake the FDIC insurance up to over $1,000,000. They also have access to broad markets and offer discount trading.

The investment philosophy of G. A. Repple & Company is founded on four principles: asset allocation, portfolio structure, multiple specialist managers, and continuous portfolio management. They are strategically aligned with some of the largest and best money managers in the world. They select the very best investment talent from a global network of institutional money managers who specialize in specific sectors of the market. These services are provided on an institutional basis with operating expenses approximately one-third less than that of the industry average, calculated by Lipper Analytical Services. Minimum account size is $250,000 and is designed for the high net worth individual.

Each advisor has a unique specialty. Teams of advisors are formed to meet the needs of the client. Most advisors have advanced degrees and designations such as CPA, JD, CFP, CLU, EA, CHFC and many others. The company strategically aligns these teams so they can work together in a professional manner. Again the purpose is to put you as the focus and center of the process. These teams help in the advanced areas of business planning, executive compensation and planning for the high net worth individual.

They are also strategically aligned as a national producer group, which gives them access to most insurance companies.

All advisors have the necessary resources and skills to advise you with your taxes. These advisors are either a CPA or EA. They are able to do your taxes either in-house or are aligned with a CPA to help you.

G. A. Repple & Company has built a national network of attorneys who help in the implementation of estate, business and tax planning. This network is composed of attorneys with proven expertise and substantial experience in their skill area. The firm works with them on an ongoing basis and puts together a team of professionals in order to meet your needs and objectives.

Because G. A. Repple & Company is a small, agile and strategically aligned company, they maintain objectivity and place you and your needs and goals as the focus of the planning process.