Worried about your Retirement Income: It’s time for a Second Opinion

The advisors at Sweet Financial Services, of Fairmont, Minnesota cite an increased interest in their free second opinion service. "We began to offer this service, because many of our current clients have friends and family across the country that are worried about their retirement income, and understood the importance of a second opinion" stated Bryan Sweet, Wealth Advisor and CEO. They know, just like in the medical industry, if you are diagnosed with a life-threatening illness, it is important to get a second opinion. "It’s the same with your personal finances" comments Bryan Sweet, "especially for those nearing or in retirement."

The market turmoil over the last couple decades has people questioning their decisions and approach. "We have had such volatility in the stock market, that it is harder to know if you are making the right decisions and receiving the best advice" commented Bryan Sweet.

The Second Opinion service is quite simple. It’s an opportunity to have an unbiased review of your investments to ensure that they are in line with your financial goals. "In some cases we find folks are right on track, in others we make recommendations to adjust their portfolios" either way there is no cost or obligation. To arrange for a Second Opinion on your family’s finances you can sign up on line at www.SweetFinancial.com (Client Experience tab) or call (800) 658-2507.

Sweet Financial Services is an independent firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

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Bryan Sweet and his team Wins Practice of the Year Award

Fairmont, MN – Sweet Financial Services is thrilled to announce that it has won the 2011 Peak Advisor Alliance Practice of the Year Award*. Peak Advisor Alliance, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial services firm from among its members that has significantly enhanced its service to clients and shown outstanding growth. Owner Bryan Sweet, investment management consultant and financial advisor, received the award during the Peak Advisor Alliance’s semiannual membership conference. His practice was chosen from among some of the top financial service practices in the nation.

Peak Advisor Alliance has helped Sweet Financial Services alignits organizational structure to offer a very high level, repeatable process for delivering an exceptional experience to prospects and clients. They have built a staff centered around a team approach versus the organization being centered on the advisors.

Through Raymond James, Bryan Sweet and his team offer their clients comprehensive retirement planning services. Bryan has also been acknowledged in the past by several publications including Barron’s, Registered Rep. and Research magazine.

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Bryan J. Sweet NAMED TO RESEARCH MAGAZINE’S 2010 ADVISOR HALL OF FAME

Fairmont, MN – Bryan Sweet, president of Sweet Financial Services, an independent firm, in Fairmont, Minnesota, was recently named to Research magazine’s 2010 Advisor Hall of Fame. 

Out of hundreds of nominations, Sweet was one of only five advisors named to this year’s prestigious list. In fact, Raymond James advisors took three of the five spots. The winners passed rigorous screens and have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. 

“Bryan exemplifies what it means to be one of the industry’s best advisors,” said Dick Averitt, chairman and CEO of Raymond James Financial Services. “Through his dedication to the financial well-being of his clients, his success in our business and his impact in his community, Bryan has proved that he deserves to be recognized at the highest level. We are proud to be associated with an advisor of Bryan’s character and caliber.”

Bryan Sweet and his team offer their clients comprehensive retirement planning services. Bryan is a member of Raymond James Financial Services’ Chairman’s Council, which is made up of the firm’s most successful financial advisors, based on advisors production. Earlier this year Sweet was also named to the Registered Rep. magazines Top 100 Independent Financial Advisors.**

* Securities offered through Raymond James Financial, Inc. Member FINRA/SIPC
**Ratings based on $150 million or more in assets under management. Individual experiences may vary. Past performance is not indicative of future results.

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Bryan J. Sweet  NAMED AMONG REGISTERED REP.’S
TOP 100 INDEPENDENT FINANCIAL ADVISORS

Fairmont, MN – Bryan Sweet, president of Sweet Financial Services, an independent firm that offers securities exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC, in Fairmont, Minnesota, was recently named one of Registered Rep.’s Top 100 Independent Financial Advisors.

This year’s list was completed in-house by the Registered Rep. team. Ranked strictly by assets under management, nominees had to manage at least $150 million in assets with a majority in retail client accounts. Individual experiences may vary.  Past performance is not indicative of future results.

“Though numbers are important, Bryan shows through his dedication to the financial well-being of his clients that he deserves to be recognized as one of the best advisors in the industry,” said Dick Averitt, chairman and CEO of Raymond James Financial Services. “We at Raymond James are very proud to be associated with an advisor of his caliber.”

Brian and his team offer their clients comprehensive retirement planning services.  Bryan has also been acknowledged in the past by several publications for his outstanding work in the field, including Barron’s and the Winner’s Circle.*

Bryan is a member of Raymond James Financial Services’ Chairman’s Council, which is made up of the firm’s most successful financial advisors', based on advisors production.  Bryan is a Chartered Financial Consultant, Certified Fund Specialist, a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the Society of Financial Services Professionals.  Locally, he serves on the Fairmont Opera House Endowment Committee, is a past treasurer of the Fairmont Area Foundation, and is a past chairman of the board for the Fairmont Area Chamber of Commerce.

*Based on assets under management, revenues, the quality of their practices and other factors.