Advice-only financial planning and wealth management offers a range of benefits, particularly for clients seeking unbiased guidance, cost transparency, and full control over their financial lives.
“You pay for advice — not for products, not for promises.”
Advice-only planning offers the clarity, independence, and transparency that many investors have been looking for, especially in a financial services industry often filled with conflicts of interest.
Great financial advice that keeps my investments growing. The bigger brokerage firms charge exorbitant fees. On advice of Future U Financial (FUF), I moved my assets to a “no-fee” trading service.
Now, for a very reasonable monthly subscription to FUF, I get investing advice, do my own trading, and SAVE BIG on avoiding the trading fees. And I get a level of personal attention that has educated me on investment strategies and the workings of the stock market.
Being in control of my investments by being advised and educated by FUF is the best financial move I’ve ever made.
I've worked with Josh Herlan for many years.
He is very proactive, responsive, and will help you understand the transactions and reasons behind them.
Highly recommend, and do recommend him, to others.
Over the past year, I haven't been able to decipher the market indicators to feel confident my money would be appreciating at
a level that meets expectations. Therefore I haven't been doing anything, which makes my anxiety go up. I got introduced to Josh and he explained how Future U Financial is an advice only firm and I will not have to pay commission or trade fees.
This coupled with scheduled on my time financial planning sessions made me a customer.
Now have direction and a plan that I'm excited about as we navigate through extraordinary times. The only regret I have is not working with Josh sooner.
Josh takes great pride in his work and has taken exceptional care of me!! Highly Recommended!