alerts with alarming news headlines, talking heads, financial entertainment news, social media posts, neighbors, friends, other unlicensed experts and fake fortune tellers.
Financial/ INSURANCE Salesperson
Sales agents and sales brokers (acting
like “advisors”) who are employed by a bank or insurance
company, earning commissions on what investments they sell, recommendations come with conflicts of interest.
Certified Financial Fiduciary
Completely independent and objective
professionals, free from conflicts of interest, work only for you and is only compensated by you (not by investment companies) for a flat rate. Held to a higher legal standard of fiduciary care in all advice given to you.