There is an incredible amount of information from the news media and the radio talk shows and the news paper and magazines, the internet, Twitter, Facebook, on and on, telling us what to do and not to do. All of these sources are “authorities” on YOUR money and they want to tell you what to do with your money, where to invest, what not to do, who to talk to who not to talk to . We are in an age of information overload! And this stuff sounds important! We suffer from. We are up to our neck in alligators and only want to drain the swamp!
There are so many strategies that fee and commission based planner have that most of us in the general public are completely ignorant of!
The Fiduciary Advisor is the cure for this malady of our current age.
A good advisor will help you to sift through all that information, separating the “wheat from the chaff”. Find the important information relative to your situation help you to use it so you can go on with your life.
So where is your Financial Advisor? Is he helping to sift through the massive amounts of information? How often do you discuss things? weekly? monthly? only by appointment on Tuesdays and Thursdays for 2 to 4:30?
Name brand advisors put your plan in a box with others who look similar. Doctors have this plan, married age 59 in this plan, business owners here, school teacher in this box, etc. Since they work for their name brand company, their job is to increase the company profits. You can go it alone and hope that you have enough time to study and you are smart enough to sift through it all yourself. Or you can find a fee based Fiduciary that will take the time to get to know you, sift though all the stuff that is important, set up a plan that is meaningful to you, and be there with you as things change (which they will) and help you to adjust. That’s what we do.