Not all financial advice is created equal. But most consumers don’t know that. ๐
You might want to ask yourself, do I want my financial advice coming from a fiduciary, someone bound by law (not hopes, dreams or a prayer) to put my interests first?
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I say ๐ฏ๐๐๐ ๐๐๐๐! And you should get it in writing, as in a ๐๐๐๐ช๐๐๐๐ง๐ฎ ๐ค๐๐ฉ๐.
๐๐ฎ๐ญ ๐ฆ๐ผ๐๐ ๐ฎ๐ฑ๐๐ถ๐๐ผ๐ฟ๐ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐ ๐ต๐ฒ๐น๐ฑ ๐๐ผ ๐๐ต๐ฒ ๐ณ๐ถ๐ฑ๐๐ฐ๐ถ๐ฎ๐ฟ๐ ๐๐๐ฎ๐ป๐ฑ๐ฎ๐ฟ๐ฑ. This is why not all financial advice is created equal.
You deserve better than that. This is your money and your life we’re talking about. The next time you interview an advisor, ask, “Are you a fiduciary and can I have that in writing?”
There are many other compelling questions you should ask if you are seeking a new relationship with an advisor.
Lucky you, I’ve compiled a list of questions you should ask any advisor you are thinking of working with.ย It takes guts to ask some of these questions, so be prepared.
This infographic below comes from NAPFA National Association of Personal Financial Advisors, which has a directory of fee-only, fiduciary, oath-giving advisors. I am a card-carrying member!
Another great organization is the XY Planning Network.ย I’m also a member and consider these peers my “tribe”.ย On this site, you can search on a wide variety of advisors who specialize in many, many different areas, locations, services, and people, all the way down to RV/Motorcycle Owners or Faith-Based Business Owners.ย That’s nichy.
If it’s not going to be me, and that’s okay, find your perfect-fit advisor who specializes in your needs.
Fiduciary 101 from NAPFA
#fiduciaryย #realfinancialplanning #notallfinancialadviceiscreatedequal
Angie Furubotten-LaRosee, Certified Financial Plannerโข, speaker, podcaster, and founder of Avea Financial Planning, LLC, a fee-only, fiduciary financial advice and investment management firm for women nearing or in retirement, especially those who have experienced the death of their spouse.ย ย www.Aveafp.com
You can read this article on the Tri-City Area Journal of Business site as well.
#realfinancialplanning #financialplannertricities #fiduciary
We are all in this together. Letโs stay connected, Tri-Cities, WA.
My offer stands to do a โWalk and Talkโ outside in any Tri-Cities weather, while social distancing, of course.
#WalkandTalk
To view any of the recorded Live videos, youโll want to go to my Facebook page, https://www.facebook.com/pg/AveaFP/videos/
My website. My most recent Financial Side of Life podcast.
Angie founded Avea Financial Planning and is a fee-only advisor helping women & couples facing change, especially widowhood, divorce, & retirement, with investments & fiduciary financial advice so they can be more confident and live life on their own terms.