It may be surprising to know that some of the people you rely on might not always have your best interest in mind when making recommendations.
We take for granted that the professionals we work with put our interest before anything else, but that’s not always the case.
For instance, many investors take the advice of retail advisories like some of the larger Wall Street firms. You may be surprised to know that they are not legally obligated to act in your best interest. Legally, they only have to offer you investments options that are deemed suitable.
I don’t know about you, but when it comes to things like my health and my financial well-being I don’t want “suitable”, I want to know that my well-being is paramount above all things.
In light of the roller coaster ride we’ve seen on Wall Street we want to make sure that our clients are the number-one priority and not a big bank. As fiduciaries, we are legally obligated to put our client’s best interests above all things. We don’t have a big bank to answer to…we answer to each of our clients. At the end of the day we believe it’s the right thing to do, especially in times like these.
We began our company to help people in times like these and give them unbiased guidance to protect what they’ve earned. We can’t make any predictions about what’s going to happen with the markets-no one can, but we can promise that you that our first obligation is to protect and grow what you’ve saved. We’re proud to be fiduciaries.