Pam Krueger: Hi everybody, I’m Pam Krueger. I’m the founder of Wealthramp, and I’m joined today by Matt Roberts who’s […]
When it comes to optimizing your financial wellness, many believe that expert and unbiased financial advice is too expensive or out of reach. But that’s not always true. It’s essential that you understand how your financial advisor is compensated, so you can truly trust advice that could make or break your retirement goals.
You don’t have to get your financial advice from someone selling a financial product or service, and earning commissions. Investor advocate and Wealthramp founder Pam Krueger joins Gayle Guyardo, host of nationally syndicated health and wellness show Bloom in Tampa and local Wealthramp network advisor, Jeff George, CFA®. Together, they discuss how to collaborate with a fee-only advisor to define and work towards your financial goals; how to know if your advisor is truly a fiduciary acting in your best interest; and how you can use Wealthramp to find a rigorously vetted, experienced financial advisor that meets your personal needs.
If you’re thinking about working with a financial advisor, Wealthramp is here to help you find a truly qualified advisor with deep expertise in comprehensive Retirement Planning.