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ISI Financial Group, Inc.

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ISI Financial

ISI Financial Group, Inc.

570 Lausch Lane, Suite 100
Lancaster, PA 17601

800-342-5474
isi@isifinancialgroup.com
www.isifinancialgroup.com

Services

ISI Financial Group will work with clients remotely. ISI offers comprehensive wealth management, investment management, and financial planning.

Compensation methods accepted
Assets Under Management (AUM)
Hourly

Required education for senior advisors in the firm
31 years of experience
8 years of NAPFA certification
Continuing Education

Link to SEC/state registration:
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=107356

Tim Decker
ISI Financial Group

My staff and I can provide completely independent, fee‐only, objective guidance to our clients while always putting their best interests first. A broker represents the company they work for and their best interests. In contrast, a fiduciary must always represent their client’s best interests, first and only. This is why it’s paramount to understand that the only way to avoid these conflicts of interest is to work with a 100% fee‐only advisor who will sign a fiduciary oath.

Working with a 100% fee‐only financial fiduciary cannot be underestimated. This allows clients to have complete confidence that their advisor is always representing their best interests alone. This is foundational, and ignoring such, often leads to financial disaster for many individuals and institutions.

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."