Are you in the care of a fiduciary?
I’m a fiduciary. It’s a funny sounding word, but it matters. It really matters.
I chose to be an independent financial advisor because it binds me to a promise. Always do what’s right for your clients. So fiduciary’s not just a term, but a mindset. A way of serving. It guides every action we take on behalf of our clients.
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Are you in the care of a fiduciary? Here’s why it really matters. Watch one investment advisor talk about how being a fiduciary is more than a term, it’s a mindset.