Type in ‘fee-only financial advisor’ in a Google search and you’ll see pages of financial advisors. Most with a dizzying […]
Over 90% of financial advisors in the US are not legally bound to act in your best interest. That’s because they’re just sales people, who are paid commissions to recommend things like annuities, insurance, etc. How are you supposed to know if what they’re telling you is truly thoughtful advice, or just a sales pitch?
Investor advocate and Wealthramp founder Pam Krueger joins Maggie Rodriguez, host of Daytime in Tampa and local Wealthramp network advisor, David Frisch, CPA, PFS, CFP® of Frisch Financial. Together, they break down what it means to be a fee-only, fiduciary advisor, the many different ways a fiduciary can advise you other than just helping with your investments; 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.