{ "media_type": "text", "post_content": "It seems to me that there is a big push to go Indy these days. What are the major benefits of going that route?", "post_id": "5ab4207b8c93200019d3ca1d", "reply_count": 4, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

It seems to me that there is a big push to go Indy these days. What are the major benefits of going that route?

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You will get a lot of answer but I’ll just tell you mine. I was able to double my “payout” from the wire house, which allows me to pick and choose who I wanted to work with. Which gave me freedom. “The goal isn’t more money. The goal is to live life on your terms."

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Freedom. Not having to look over your shoulder. MUCH MUCH higher payout. Book ownership. At retirement you get so much more if you sell on the open market vs get the ret trans plan from a wirehouse. I love it tbh

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WA has a great point. I interview wire house people all the time and they want to know what retirement plan I have set up. Selling your book on your terms is worth so much more than any 401k. Think about your 401k right now compared to your GDC times 2. Which is greater? Which will be greater at retirement?

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Simple PFG: FREEDOM, live your life by your choice and design

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