It can be challenging to find a financial advisor. Not all advisors offer the same services…that is because legally, some have to serve their firm interest above yours. The advice they provide must meet a low standard of service called “suitability.”
On the other hand, a “Fiduciary” is required to put your interest above their own. A Fiduciary Advisor works hard to ensure analysis is thorough and avoids conflicts of interest.
Before you meet an advisor, determine if they meet the suitability or fiduciary standard.
If you or someone you know wants a team that places your financial interest FIRST…
Contact us.
3 Questions to Ask if You Are Considering Altering Your Retirement Because of COVID-19 – Daily Flash Briefing
»