This is probably a question that you’ve never considered, yet the answer to it would likely surprise you. Essentially there are two types of financial professionals: Registered Investment Advisors and Registered Representatives. The difference between the two may not seem readily transparent, but my hope is to educate you so that you will be an […]
Is Your Advisor Required To Act In Your Best Interest? Read More »
Finding a financial planner can be a daunting task, especially since he or she is someone who will potentially be managing your life savings and giving you advice on various important topics. This decision is not one that you should take lightly, so in today’s blog post you’ll learn 5 things that you need to
How to Find a Financial Planner That’s Right For You! Read More »
In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs from other types of advisors out there. Be sure to watch the short 2-minute video to the end so that you don’t miss out on your chance to “meet” our
(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You Read More »
One of my biggest pet peeves is when a company doesn’t list their fees on their website. These companies usually do a great job describing their product or service, but there’s usually a mystery as to what it costs. Financial Advisors have historically been very notorious for this sort of practice. In fact, I remember
The Cost to Hire the 3 Different Types of Financial Advisors Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight. The first article is regarding the DOL Fiduciary Rule that goes into effect today. Andrew Welsch’s article, Fiduciary FAQ: What the Latest Milestone Actually Means, discusses that ALL advisors NOW must
Articles of Interest Read More »
