We are nearing the end of our series on Top Ten Retirement mistakes. Today Kevin and Charlie discuss Mistake #2: taking advice from a salesperson rather than a fiduciary.

Financial advice comes in all forms but the only type of professional who is required by law to act in your best interest is a fiduciary. In this video Kevin and Charlie share the different models available to investors to receive financial guidance. They discuss the pros and cons of each model and what questions to ask to determine if your advisor is a fiduciary and the best fit for you. They also explain why working with a fiduciary, and establishing a trusting relationship with a dedicated advisor, is one of the best decisions you can make when it comes to your retirement planning.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 01/29/2018 and are subject to change at any time due to the changes in market or economic conditions.

 

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