Independent Objectivity

As an independent firm, Hudson Dynamic Retirement offers you unconstrained objectivity. Our financial advice depends on a close, thorough review of your finances, needs and goals. Your unique situation and your long-term goals determine the retirement plan we develop for you. Accordingly, your plan and the way we implement it always remain responsive to you. Other advisors who are not independent may limit your choices to particular companies and their products. We believe this does not serve your best interests.

With Us, Your Interests Come First

We stay focused on you as a unique client at each step of the retirement planning process. First, we completely review your finances, needs and goals. Next we develop strategies especially suited to you. Only then are we ready to objectively identify where your money should go to carry that plan forward. Whether it is mutual funds, Real Estate Investment Trusts (REITs), or long-term care (LTC) insurance, we always make sure your interests come first.

How a Fee-based Approach Encourages Objectivity

Some advisors are rewarded when they sell you certain products. We are not. Our way is a fee-based approach. This removes any motive to put your money in places that do not serve your best interest, as your costs and our compensation are not affected due to changes we implement in your investment portfolio. We also differ from most firms who charge separately for financial planning services and money management services. We bundle both in one fee to add even more value.

The DOL Fiduciary Rule

Long before the Department of Labor began creating financial regulations known as the “Fiduciary Rule,” we were already following the main tenets of its requirements. Many other firms will need to make significant changes in the way they work with clients. For us, putting clients’ best interests before our own is the foundation of everything we do.

Click HERE to Watch the Video: What it Means to be a Fiduciary