Do you charge for a First Consultation Meeting?

No.

How do you get paid?

Eugene Bain is a fee-based Advisor. A Commission-based service may be used when it is more cost effective for the client. Both options are shown.

What are your qualifications? 

Eugene Bain holds the Charted Financial Consultant (ChFC) from the American College, Bryn Mawr, Pa. Also, he meets both the Education and Ethics requirements for the Registered Financial Consultant (RFC) awarded by the International Association of Registered Financial Consultants. His other academic work includes a BBA in Trust Management and MBA from Campbell University. The securities licenses held are Series 6, 63, 7, and 66.

How do you meet with clients?

He uses several options and adapts to the health environment. These include Telephone, In Person, and Virtual Meetings (such as Zoom and Teams). During COVID-19 and other related events, these were tailored to the individual comfort of the client.

Are you an Independent Planner?

Yes. As an Independent Advisor I am not limited in the kinds of financial services that we may recommend. Also, I am not bound by any special interests or needed to make referrals for other services. The advantages to our clients are one, opportunity to form a close working relationship, two, tailored advice, and three, use of third-party custodians.

Kestra Financial supplies a leading independent wealth management platform that empowers independent financial professionals to supply superior client service. This relationship offers us access to top subject matter experts and service providers. White & Bain Financial Services is not affiliated with Kestra IS or Kestra AS.

What makes you different from other Advisors?

Eugene Bain collaborates best with individuals who are purposeful with a long-term perspective. From the very beginning of our relationship he will follow our core values to partner with you. He will listen carefully to your aims and goals to plan and prepare to help you stay on track through all your life's adventures. His decisions will be guided by options that are in the client's best interest.