Cherry Financial Partners

nal Vice Presidents (“RVPs”) serve as “Master Licensees” for business development, each within well-defined territorial regions across the USA. In years past, many financial advisors were primarily engaged in the securities brokerage, transactional side of the business as registered representatives. With the flood of more and more regulations facing securities-registered representatives, many are asking, “Is there a better way…?”

Absolutely! We at Cherryfp believe that you can advise your clients, and fill their needs appropriately by providing investment advisory services using primarily fee-based Managed Money programs along with life insurance and annuity products and services. While many securities-registered financial advisors have been accustomed to using packaged products such as mutual funds, variable products, individual stocks, bonds, and ETFs as their investment vehicle choices, these often carry heavy internal fees or transaction costs. We offer what we believe is a better way: Separately Managed Accounts (SMAs) through our fee-based Cherry Advisor platform. Your clients get fee-based professional management of their assets with the added bonus of You working as their personal Investment Advisor Representative. Most strategies used in a mutual fund, stock or bond portfolios can often be more efficiently and cost effectively employed in a Managed Money advisory SMA account with more transparency, lower transaction costs and the opportunity for enhanced performance. Over the past few years, annuity and life insurance products have improved dramatically, from products that provided only a death benefit or a stream of income into a new generation of products that are now efficient tax-sheltered cash accumulation vehicles that can also provide for an array of needs both now and in the future. We can show you how to help your clients review and replace older, inefficient or out of date products. Cherry Financial Partners serves as the marketing arm for the Cherryfp Group of Companies. Our President, Richard Parker is a longtime marketing professional in the financial services industry. The author of 10 books, many prospecting tools, and an array of training and mentoring programs in what we call the “Perfect Practice”†. Richard also serves as a mentor and coach to individual Cherry Advisors in building his or her “Perfect Practice”†.