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Strategic Wealth Designers | 2021-08-24 15:58:20 | 146,476 Views |
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As always, the team at Strategic Wealth Designers pride ourselves on being independent fiduciary financial advisors, meaning our fiduciary advisors operate under fiduciary standards, so we always act in what is in your best interest. Not all financial advisors are created equal, and most financial advisors simply have to meet the suitability standard, which means they can offer you almost anything, as long as it's right for you. At first glance this doesn't seem too bad, but when you think about it, couldn't any investment technically be appropriate? It doesn't seem so great anymore, especially when the products they tend to offer generate a higher commission for them or generate a higher commission for the company they work with and they tend to offer products based on corporate quotas above your best interests. This is why you should always look for a fiduciary financial advisor and if you are curious if your advisor is a fiduciary, just ask them, if they don't give you a straight answer, chances are they will. he only acts according to the standard of adequacy. .
Building a financial plan with a fiduciary financial advisor will be key to knowing if you can succeed in retirement. If you have any questions, call us at 87-SWD-GROUP (877-934-7687) or email [email protected]
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