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 custodians who supports many different software platforms, such as MoneyGuide Pro, Advyzon, Riskalyze, and more; • Easy online account establishment with DocuSign and electronic entry to the advisory service programs; • Advisor's place trades directly on the custodians system; allow block trading, model trading, and automatic re- balancing of portfolios; • Have advisor access to creating customized account performance reporting; • Access either a no/low ticket charge custodian, or a no ticket charge but low custody fee custodian. • Give clients access to a large universe of investment options, with ongoing client investment reporting.
Want to know more? Talk to Emily Keagle directly: 336-715-3300 info@financialtransparencyllc.com Financial Transparency, a Registered Investment Adviser © Financial Transparency. All rights reserved. ADV Part 2 | ADV Part 3: Form CRS 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 custodians who supports many different software platforms, such as MoneyGuide Pro, Advyzon, Riskalyze, and more; • Easy online account establishment with DocuSign and electronic entry to the advisory service programs; • Advisor's place trades directly on the custodians system; allow block trading, model trading, and automatic re- balancing of portfolios; • Have advisor access to creating customized account performance reporting; • Access either a no/low ticket charge custodian, or a no ticket charge but low custody fee custodian. • Give clients access to a large universe of investment options, with ongoing client investment reporting.

Emily Keagle, Managing

Member

Emily Keagle has been serving clients and advisors for seventeen years. Her experience brings a unique and comprehensive package to those she works with. She has consulted to dozens of advisors who are both new in the business and seasoned professionals. From training advisors on asset allocation, trading strategies, and comprehensive wealth management options, including insurance components. She has personally worked with client accounts that are over a billion dollars- large pensions, and municipal assets, as well as individuals just starting out in the world of investing. Her hard work ethic, attention to detail, and dedication to fairness, assisted her in becoming a vice president and chief compliance officer for a financial consulting firm in Michigan for nearly a decade. After moving to North Carolina to be closer to her family, she made the decision to leave the consulting firm, and is thrilled to now be able to bring her knowledge and talents to a new family of clients and advisors.

Financial Transparency