Sometimes in a financial relationship you take it for granted that the advisor has your best interests at heart. Or, maybe you’ve been together so long it just seems like too much of a hassle to start over. Or, you don’t want to hurt their feelings. These are not good reasons to stick with an advisor. You owe it to yourself, your years of hard work and your loved ones to make sure that your financial plan is truly optimized for you.
We would be happy to take a look at your current situation and evaluate it. As an independent fiduciary advisor, we’re obliged to seek your advantage over our own. If your plan is optimized, we’ll let you know. If you need some improvements, we’ll let you know. There’s no fee or obligation, so either way, you win.
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