Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, centuries for your heirs, beneficiaries and charities.
Therefore, it is crucial to work with a firm you can trust - one which is dedicated to understanding and addressing your Specific Individual Goals and Needs. Before you make a decision of which firm to use, watch this video, and learn what the differences are between Fiduciaries and Brokers.
A Fiduciary is someone who has a legal obligation to act on another's best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.
Fiduciaries vs. Brokers
Questions? Phil Putney, CPA PFS is a federally licensed fiduciary. Call 1-248-888-7530 or click here to schedule a no obligation initial consultation.