It can be challenging to find a financial advisor, because 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 interests above their own. A Fiduciary advisor works hard to ensure analysis is thorough and avoids conflicts of interest.
Related: Do You Think You Need a Financial Advisor? Start Here
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.
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