Investment Adviser Launches, Open House In Kyle
Simonet Financial Group, LLC Becomes Kyle’s First Fully Independent Fee-Only Advisory Firm
Kyle, TX – Simonet Financial Group, LLC is proud to announce the launch of its fully independent fee-only financial planning & investment advisory services. The firm has filed as a Registered Investment Adviser (RIA) in the State of Texas. Operating as an RIA allows Simonet Financial to expand our services while continuing to serve our clients in a fiduciary and conflict-free manner.
The financial services industry continues to move toward a uniform standard for helping people achieve their financial goals. However, incentive-based compensation and complicated financial products can leave consumers wondering if their advisor is working in their best interests. Simonet Financial believes in the highest standard of care in all of our client relationships.
“We are completely focused on helping our clients achieve their goals. To support that mission, we integrate education, technology, and cutting edge resources to deliver a truly holistic financial planning and investment experience,” said Bill Simonet, CFP®, AIF®, Managing Principal of Simonet Financial Group, LLC. The firm offers planning & consultation packages to address the financial concerns of a majority of families & small business owners today.
Simonet Financial will hold an open house Thursday, October 13th, featuring a technology demonstration, services presentation, free planning resources, and much more. The open house is from 5:30pm – 7:30pm in the Kyle office and will include complimentary drinks and refreshments. It is free and open to the public. However, attendees should RSVP at www.simonetfinancial.com/events or by contacting Jerri Kay at 512.296.8962.
About Simonet Financial Group, LLC – Simonet Financial Group, LLC was founded by Bill Simonet, CFP®, AIF® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. As a Fee-Only Registered Investment Adviser, Simonet Financial Group, LLC is committed to the fiduciary standard of putting our clients’ interests first. We provide full disclosure and clear pricing so our clients are never left in the dark.
