Editor’s note: This is part one of a two-part series about the importance of working with a fiduciary financial adviser. Part two, 11 Questions to Ask When Choosing a Fiduciary Adviser, will arrive Thursday, December 26.
Choosing the right adviser to prepare you for your financial future is as crucial as selecting the right doctor for your health or the right school to educate your children. As a fiduciary financial planner, my foremost priority is the client's best interest — a key distinction that sets fiduciaries like me apart from insurance-only producers or brokers.
