4 – Questions you need to know the answer to:
Who is the fiduciary for your firm? Do you have it in writing?
What services for what fees are you paying? Is that in writing?
Is your plan free of conflict-of-interest? If yes, how do know?
Is your advisor affiliated with a broker-dealer?
If you answered no or you don’t know. call us today. Click the button below to book a complimentary consultation.