Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At JHP Financial, we strive to create a personalized financial road map that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
On June 21, Royal Alliance announced that it has rebranded to Osaic Wealth, Inc. (Osaic Wealth). The firm’s parent company (formerly Advisor Group) has also adopted a new brand and name – Osaic, Inc. Osaic Wealth will soon provide you official notice of this change when they send your required annual privacy notice. These notices require no action from you.
This company rebranding will not impact the way we work together, and I’ll continue to manage your accounts in the same way I do today. You may notice the appearance of a new name and logo on materials from Osaic Wealth, but otherwise, you will not experience any changes. Systems and forms are being updated to reflect this new name, but you may continue to see the Royal Alliance or Advisor Group name until that is completed.
If you have any questions, please don’t hesitate to reach out and thank you for the ongoing opporunity for us to serve you.
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