The Difference

 

When we set out to design a financial services firm that would inspire trust, we began by examining and addressing the common causes for distrust. So we created a company that we feel is different from most other financial services companies. Here's why:
 
 
  • Advisor Compensation- Having a financial plan and assets under management that are fee-based rather than commission based, may provide an avenue to receiving unbiased, objective, and transparent advice.

 

  • Fiduciary Responsibility - By definition, a fiduciary is an individual or institution responsible for acting in the best interest of another party.  A fiduciary is bound by law and duty to put aside personal interests and act in good faith when making decisions for the benefit of another.

 

  • Comprehensive Plans - Comprehensive Financial Plans combine financial planning, insurance planning, tax preperation, and estate planning.  The tax preperation and estate planning are performed by qualified tax and legal professionals.  

 

  • Lifetime Relevance - Your financial plan stays current and relevant throughout your lifetime because it is a dynamic plan that is monitored and updated regularly.

 

  • Simple, Well-Organized, Accessible - Your financial planner simplifies and organizes your accounts and documents. You are able to access all of your account information through our website 24/7

 

  • Full Disclosure - All compensation on fee-based accounts is reported on your quarterly statement.

 

  • No Minimum Net Worth Required - Although we provide the complex and coordinated professional services valued by our high net worth clients, we do not impose a minimum net worth to become a client. Engle Tyler & Associates was designed to allow the mass affluent access to the professional expertise demanded by the wealthy.