As an investor why would I use F/A Connect?

F/A Connect is a revolutionary method to connect you the investor with best-of-breed Financial Advisors. Like every industry, some are simply better than others. F/A Connect has prescreened and prequalified the industry leaders in your region to better match your investments with their expertise.

What are my obligations?

F/A Connect works on your behalf. There is absolutely no cost or obligation to move forward with the engagement process. The decision to find, meet, and migrate assets is completely yours.

What do you do with my information?

Your information is completely confidential. F/A Connect will contact you directly and review the information for accuracy. In accordance to our disclosure regulations we will keep the information confidential until we find a Financial Advisor in your region that best matches your financial requirements.

Why did I rank my needs from 1-5?

F/A Connect has created the "Explicit Needs Matrix". This is just one of the methods we use to best match you, the investor, with qualified Financial Advisors in your region.

What are the costs?

There is zero cost to use our services to best create a financial plan.

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