RIA RULES, LLC
SAINT JOHNS, FLORIDA

With your permission, we can pull in all of your bank and credit union accounts including checking, savings, credit cards and even personal and mortgage loans. No account numbers are disclosed to us during this process. Yes, we can even pull in your student loans. Think about the fact that we can simplify your life by pulling in everything in one place which is updated from that point forward. It is worth every penny and then some. A complete view of all of your investment accounts in one place without your account numbers disclosed! Plus, we can give you fiduciary advice on these accounts without having to move them to our firm! For example, we can make recommendations to move from funds with expense ratios of 1.00% or more to funds with expenses ratios under 0.15%, thus saving you 0.85% right there. This is liable to totally offset our fee and then some depending on the amount of investments that you hold. Think for a moment about all the time it takes to log onto multiple websites to figure out what is going on in your financial life. It can be a pain in the neck once you consider banks, credit unions, mortgage companies, investment firms, 401k's/403(b)'s/457's and the like. How much time do you spend doing this? We save you that valuable time by allowing you one secure place to log in and see your entire financial life in one place. On top of that, everything is updated from that point forward. This solution greatly simplifies your life.