This video highlights good questions that can lead to game-changing answers. And we think a good place to start is with an independent financial advisor.
- Is our money in the right place?
- Am I getting the attention I deserve?
- Is my advisor always objective when making recommendations?
- What am I really being charged? And, is it eating into my returns?
- Is my advisor a fiduciary? Is s/he always a fiduciary?
As fiduciaries, we live by a simple rule: Always act in the best interest of our clients. Our role is to serve, not sell. That’s way we’re proud to be Independent Financial Advisors.