Business Description
Wright Financial Services is an independent full service financial planning firm. We help clients reach their long-term financial goals. We offer the following services: - Retirement Planning - College Funding - Fixed Annuities - Variable Annuities - Stocks & Bonds - Life Insurance - Long Term Care - Fee Based Management - Retirement Income Planning - Business Succession Planning - Estate Planning We design customize financial plans for individuals, families, and small business owners.
General Information Gender:    Male CRD#:    3182841 Firm CRD#:    43100 Name of Broker/Dealer:    Questar Capital Corporation Name of Custodial Firm:    Pershing LLC. States Licensed in:    NC, MN, WI, CA, MI, NY Years of Experience in Financial Services:    10 Number of Years with Current Firm:    3 Work Experience:    I have worked in the Financial Services industry for ten years helping clients plan and reach their long-term financial goals. I work with the following types of clients:    Businesses, Non-Profit Organizations, Small Business Owners, Individual Investors
Services Investment Types:    Insurance, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Qualifications & Memberships Certifications, Accreditations & Designations:    Certified College Planning Specialist(CCPS) Securities Licenses:    Series 65, Series 63, Series 7, Series 6 Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Health, Life Financial Organization Memberships:    National Institute of Certified Colleg Planners, Financial Planning Association (FPA)
Firm Information Number of Advisors in Office:    Up to 10 employees Firm's Number of Clients:    1,000+ Firm's Number of Planning Clients:    1,000+ Firm's Number of Managed Clients:    1,000+ Advisor's Number of Clients:    200+ Advisor's Number of Planning Clients:    200+
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $50,000 Compensation Methods:    Commissions, Hourly, Flat Fee, Based on Assets Fee % Based on Assets:    1-2 Hourly Rate:    $150 Additional Details on Charges:    The fee for Financial Planning Services are dependent upon the components included in a plan as well as the complexity of the client's financial profile, including net worth and estate planning needs.
Prepared By:	Keith Wright

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

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Q.	Do you have a customer satisfaction or refund policy?
Yes, we have a satisfaction policy on our financial plans.

Q.	What are your qualifications? What is your education background?
Go to webesite, www.RightFinancial.com, for more information on qualifications.

Q.	What is your approach to financial planning?
To develop a comprehensive plan based on the client's goals and risk tolerance.

Q.	What services do you offer?
We offer full financial planning services to our clients. Some of our products are: Mutual Funds, Stocks, Bonds, Annuities, Life Insurance, Disability, and Long Term Care. Financial Planning Services: Retirement, College, Income Planning, Tax Reduction Strategies, and Estate Planning.

Q.	How many clients do you currently manage?
Over the years we have helped several clients managed their assets and plan for their financial future.

Q.	Will you be the only person working with me?
Your financial advisor will be your main contact, but he may refer you to other financial professionals to assist you in reaching your goals.

Q.	How are you compensated? How will I pay for your services?
We are compensated in the following ways: Financial Planning Fees, Commissions, Hourly Fee, and referrals from existing clients.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes, but it depends on which product or service you select for your portfolio. Some Money Managers do have discretion to buy and sell securities on behalf of their clients without their permission for each transaction.

Q.	Do you offer any guaranteed results?
No, investments are not guaranteed. Insurance products guarantees are based on the issuing company claim paying ability.

Q.	How much risk should I be willing to take?
It depends on your risk tolerance, time frame for investing, and your long term financial golas.

Q.	Have you ever been charged with any breaches?
No.

Q.	What services do you provide? What are your specialties?
We offer full financial planning services to our clients. Some of our products are: Mutual Funds, Stocks, Bonds, Annuities, Life Insurance, Disability, and Long Term Care. Financial Planning Services: Retirement, College, Income Planning, Tax Reduction Strategies, and Estate Planning.

Q.	What is your experience? How many clients do you currently manage?
Over the years we have helped several clients managed their assets and plan for their financial future.

Q.	What financial institution(s) do you represent?
Since we are an independent financial planning firm, we are able to offer are clients a number of high quality financial institutions.

Q.	How do you charge for your services?
We are compensated in the following ways: Financial Planning Fees, Commissions, Hourly Fee, and referrals from existing clients.

Q.	Do you provide a free initial consultation?
Yes, we provide a free thirty minutes initial consultation.

Q.	Why should I choose you as my financial advisor?
As an independent financial planning firm we offer a number of products and services that can help you reach your goals. We offer customized financial plans based on your individual situation.