Wondering “is my financial advisor a fiduciary?” Hiring the wrong professional could cost you significant money and long-term financial security. Who you take financial advice from is completely your prerogative, but we believe that you should be...
Are the professionals providing you financial advice acting as a fiduciary? Here’s how to verify a fiduciary advisor. Travis Maus Chief Executive Officer, Senior Wealth Manager Linkedin When you need critical health, legal, or tax advice, you probably seek the...
Retirement accounts are not actual retirement “plans.” You may be confused about your financial future because you don’t have a plan. Read to find out. Travis Maus Chief Executive Officer, Senior Wealth Manager Linkedin What if I told you that you...
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money...
Be honest. Have you ever thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement planning and your...
