ADVICE

SEEKING FINANCIAL ADVICE

No matter what kind of family or financial situation you were born into, you are in control of your financial future. Great money management is nothing more than a skill to be learned. All you need is a mentor.

Often, people turn to someone in their circle—a parent, relative, or family friend—to seek financial advice. Too many times, people have come to our door with a false sense of security because a well-meaning person led them astray. Misguided financial advice could end up costing you tens of thousands of dollars or even years when it comes to retirement.

An ethical financial adviser can be a critical asset to your financial well-being. They can help you navigate infinite investment paths. They can work with you to craft a well-thought out strategy for achieving your short and long term goals. They can also help pull you through unexpected emergencies.

However, not all financial advisers give ethical advice that honors your best interest.

THE TRUTH IN FINANCE

​Though financial advisers are expected to honor their fiduciary duty—putting their client’s interest first—not all do. You will come across people who present themselves as financial advisers, but work as investment salespeople. They act in their own best interest to maximize their personal profits. To avoid salespeople, you must do your due diligence. Vet financial advisers before you move any of your money. 

VETTING FINANCIAL ADVISERS

1

Trust Your Intuition

Stay cautious of anyone that tries to pressure you into doing something.

2

Second Opinion

Get a second opinion from someone you trust.

3

Research

Research the suggesting investment options. Use credible, online resources as your guide.

BRINGING INTEGRITY BACK

Our team is on a mission to shut down the competitors that act in unethical ways.
We believe in integrity, kindness, and getting to know our clients as people, not numbers. 

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