What exactly is a fiduciary? And Where can I find one?
How do you know if your financial advisor is really acting in your best interest?
What is the difference between a fiduciary and a broker?
What is a fiduciary and why do I need one?
Do I have a fiduciary relationship with my advisor?
What’s with all these fancy titles brokers are using now, like Financial Advisor, Financial Planner, Registered Investment Advisor, or CFP™ professional?
And most importantly, WHY DOES THIS MATTER?
Not all investment professionals are created equal. Marsha & Lee break down the different standards financial professionals are held to and the pros and cons of each to help you make an informed choice about the kind of investment advice you’re getting. They discuss the meaning of fiduciary responsibility, and how to tell if an advisor is upholding their fiduciary duty.
If you have questions about the kind of financial advice you’re getting or you want a second opinion on your investments, feel free to contact us! We’re here to answer any questions you have, no obligations, no commitment necessary. Just reach out to us on one of the platforms listed below and we’ll do all we can to help.
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