As a fee based financial advisor, my job is to help manage the financial affairs of my clients in a way that will give them the best opportunity to achieve their values based goals.
It occurred to me that this explanation may be less clear than I thought. If a picture is worth a thousand words, then the following video clip is priceless. As your trusted financial adviser, I accept the role as a fiduciary not a sales guy…what’s the difference? Take a look!