Longboat Retirement Solutions LLC

How Does Your Investment Advisor Make Money? March 8, 2015

Longboat Retirement facilitates the creation and initial set up of Self Directed IRA’s and Solo 401k’s.

We don’t push investment schemes, make investment recommendations, or sell financial products.  We do not give tax or legal advice.

This makes us truly independent.  We have no interest in making commission on the sale of any financial or investment products.  We don’t charge fees based on “assets under management” because we do not manage people’s assets.

Our interest is strictly helping our clients achieve control of their retirement and their future.

Lars Forsberg



Little Red Viking copy


Why You Need to Take Control of Your Retirement Savings May 25, 2012

You, and only you have your best interests at heart.  If you think your broker is a “great guy“, or your financial advisor “really knows what he’s doing“, you need to ask yourself several questions.  Why did your financial advisor or broker become a financial advisor or broker?  How does this person make money?  Is this person more interested in making him or herself money, or making you money?  What is his motive?  Does she have bills to pay?  Does this person make more money from you or from someone who pays them commissions to make recommendations?  Are there kickbacks on the back end that may influence the recommendations that your advisor may give you?  Do you have full disclosure of any relationships that your advisor may have?  Really?  Are you sure?

You must consider the possibility that your investment advisor may be more interested in their profit than yours.

It should be abundantly clear that Wall Street’s motives are different than yours.

You must take the steps necessary to get control of your savings and your future.