For Advisors

Who are truly committed to looking out for their

clients.

Financial Transparency works with independent advisors who are also committed to truly looking out for their clients.  The founder, Emily Keagle's career as a consultant to both new and seasoned financial advisors put her in a unique position to really get to know dozens of advisor's practices around the country.  To be able to observe the efforts, initiatives, and different business plans, she was able to learn what worked and what did not.  One important lesson was this; flexibility for advisor's different preferences is critical.  This is why Financial Transparency was designed to be flexible and efficient, taking into consideration the desires that advisors have shared with her over the years. Advisor's will appreciate that we have setup Financial Transparency to: Support multiple styles of investing - passive, active, model portfolios, and customized solutions; to allow advisors to set the client advisory fees as they see fit, whether an adviser is tackling the robo adviser target market, or is in the premium services niche; Work with a custodian who supports many different software platforms, such as MoneyGuidePro, Riskalyze, RightCapital, and more; Easy online account establishment with DocuSign and electronic entry to the advisory service programs; Advisors place trades directly on the custodian’s system; allow block trading, model trading, and automatic re- balancing of portfolios; Have advisor access to creating customized account performance reporting; Have low client ticket charges for trades, with mutual funds trading without costs and stocks trading around $2.00 or less; Give clients access to a large universe of investment options; Access to the Decision Technologies Corporation's decision assistance technology for investment analysis. Implement full financial plans, including life insurance and annuities.
Envision Financial Transparency LLC, a Registered Investment Adviser                               © 2019 Envision Financial Transparency, LLC. All rights reserved. ADV Part 2 Disclaimer|  Privacy Policy | There is no representation made as to the future results of Financial Transparency’s programs or if they will be profitable. Past performance does not guarantee future results.

For Advisors

Who are truly committed to

looking out for their clients.

Financial Transparency works with independent advisors who are also committed to truly looking out for their clients.  The founder, Emily Keagle's career as a consultant to both new and seasoned financial advisors put her in a unique position to really get to know dozens of advisor's practices around the country.  To be able to observe the efforts, initiatives, and different business plans, she was able to learn what worked and what did not.  One important lesson was this; flexibility for advisor's different preferences is critical.  This is why Financial Transparency was designed to be flexible and efficient, taking into consideration the desires that advisors have shared with her over the years. Advisor's will appreciate that we have setup Financial Transparency to: Support multiple styles of investing - passive, active, model portfolios, and customized solutions; to allow advisors to set the client advisory fees as they see fit, whether an adviser is tackling the robo adviser target market, or is in the premium services niche; Work with a custodian who supports many different software platforms, such as MoneyGuidePro, Riskalyze, RightCapital, and more; Easy online account establishment with DocuSign and electronic entry to the advisory service programs; Advisors place trades directly on the custodian’s system; allow block trading, model trading, and automatic re- balancing of portfolios; Have advisor access to creating customized account performance reporting; Have low client ticket charges for trades, with mutual funds trading without costs and stocks trading around $2.00 or less; Give clients access to a large universe of investment options; Access to the Decision Technologies Corporation's decision assistance technology for investment analysis. Implement full financial plans, including life insurance and annuities.
Envision Financial Transparency LLC, a Registered Investment Adviser                               © 2019 Envision Financial Transparency, LLC. All rights reserved. ADV Part 2 Disclaimer|  Privacy Policy | There is no representation made as to the future results of Financial Transparency’s programs or if they will be profitable. Past performance does not guarantee future results.

Financial Transparency