One of the most important relationships is that of the client and financial professional
Learn two critical things to look out for when selecting a fiduciary:
1. Is your fiduciary well-rounded or only focused on gathering assets to manage? A well-rounded fiduciary focuses on both the accumulation and distribution of assets.
2. Where is your fiduciary holding your assets for safe-keeping? Make sure your assets are held with a major financial institution with proper checks and balances.
For more details on selecting the right fiduciary watch this video now!
Learn More About IFW’s Retirement Planning Education Services
The IFW provides valuable financial education, resources, and services that help people live their best life.
Please remember, be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect products”. The right product is the one that aligns with your goals and objectives.
The Institute of Financial Wellness believes when it comes to financial decisions; never say “Never” never say “Always”…It Depends.