1.
Almost anyone can offer financial products even those with very little education. Our advisors hold university degrees along with Certified Financial Planning professional designations.
2.
Fees at your current financial institution contain 2 parts, only one of which is visible on your statements.
3.
Financial advice should result in an improved position and a more relaxed outlook on life.
Investments
Investing can feel overwhelming with the amount of information that is out there. Everyone is trying to convince you that their products are the best. However, the reality is no one company has all of the best investment products.
Working with an independent advisor like us solves these issues. We don’t have any of our own investment products to “sell.” Instead, we partner with many of the top investment firms out there, where we can use their investment products for our clients.
This is the major difference in working with an independent advisor compared to working with an advisor from one of these firms is that we are under no obligation to use any of their products. This simplifies your investments as we’re able to pick the best products from any of the firms without having to open up multiple accounts at different institutions in order to use their products.
Here are a few of the many firms that we can use for our clients:
Our Cost Advantage
We believe in doing what is best for our clients. At DeHaan Private Wealth, you only pay for products and services that you use.
Dustin DeHaan has a wide range of experience in financial planning, which ranges from helping individuals who are just starting out to multi-millionaires. By working with Dustin, you are able to get top-notch service and a great selection of investment products at very competitive prices. The reason for our competitive pricing? It's because of our low overhead and how we structure our fees, which is a huge benefit for our clients.
One of the main reasons Dustin decided to start his own firm is because of the unfairness of fees that he saw clients pay. He found that when working with larger institutions, not all clients used the same type of services and resources, yet they all paid for the same types of services and resources, as the extra fees are built into the investment.
For example, a large investment institution might have different Managers, Vice President’s, Accountant’s, Lawyers, Investment & Insurance Specialists that a client could use for their own specific situations. However, not all clients use these services, and the ones that don't are essentially paying for the ones that are.
At DeHaan Private Wealth, we don't believe in selling you things that you don't need. We believe in doing what is right for our clients and we believe in fairness. Our view on services and resources is that if you are not using them, you are better off having the fees associated with them removed from your investment. This allows you to take a better investment return. That’s why at DeHaan Private Wealth, you only pay for what you use, which passes the savings on to you!
Insurance
Like any plan it’s always good to have a back up plan for the worse case scenario. The same applies to your financial plan with having insurance in place to protect it. We offer different life, disability, and critical illness insurance for our clients. Just like our investments offerings we don’t “sell” our own insurance products and not one company has all of the best insurance products/prices. That’s why we partnered with many of the top insurance companies out there so we can pick and choose the best products from any of them for our clients.
