Fiduciary

How to Find a Financial Planner That’s Right For You!

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 evaluate in order to find a financial planner that is right for you.

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(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You

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 new intern, Patrick. 

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The Cost to Hire the 3 Different Types of Financial Advisors

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 training I received when I first got into this business 12 years ago. I was told that if a prospective client ever asked about the cost, we were to say things like, “we don’t need to get under the hood right now” or “let’s schedule a meeting to discuss this in person”.  I never implemented this advice because it made me feel like something was being hidden.

The cost to hire a financial advisor has been a mystery for far too long. In today’s blog post I will discuss the 3 different types of financial advisors and the cost for each.

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