Uh oh: You might be working with a broker. Or maybe your accountant? Either way – ouch.
A fee-only registered investment advisor doesn’t earn commissions and is legally obligated to put your interests first, which is known as a fiduciary duty. Would you rather have your advisor aligned with your long-term goals, or with their short-term temptations?
Learn more about how we can build a plan together in a fee-only, fiduciary capacity: