Financial Advice
WHO SHOULD YOU LISTEN TO?
When Looking For
NEWS & SOCIAL MEDIA?
Financial entertainment news, social media posts, neighbors, friends, alarming phone alerts, other unlicensed experts and fake financial fortune tellers.
FINANCIAL/ INSURANCE SALESPERSON
Sales agents and sales brokers (acting like “advisors”), working at a bank or insurance company, charging commissions, bringing conflicts of interest.
CERTIFIED FINANCIAL FIDUCIARY®
Completely independent and objective professionals, no commissions, held to a higher legal standard of fiduciary care in all advice given to you.