I am a very social person by nature. Those who know me know how much I love a good conversation. One such conversation I had this morning was with a friend and his reluctance to continue working with his financial advisor. I asked what his reservations were and he said for one, he does not understand the types of accounts he is in, let alone the commission structure or fees he is paying.
- AIF® Fiduciary Standard of Care
- RICP® Retirement Income Certified Professional®
- Products and solutions