Are you looking for help with your investments, but don’t know where to turn for advice? You are at the right place! Let’s face it, many financial advisers are actually just salespeople who only get paid when they sell you stocks, bonds, or mutual funds. It’s hard to tell if the advice you’re receiving is truly in your best interest and whether the adviser is truly an expert in investment planning? Thankfully, there’s an answer! A certified Fiduciary Financial Planner in San Diego, California! Fee-only advisors act only in your best interest and do not accept commissions. That means the investments they recommend are based on their own merits, not because they’re paid to promote it. And when it comes to investment knowledge, some financial certifications can take over a thousand hours to earn, and require high ethical standards to maintain. Now, what if you could find an adviser that combined the two? A Fiduciary Financial Planner does exactly that!
Better Meet Your Financial Goals by Partnering with a Fiduciary Financial Planner
If you’re a senior, a baby boomer, or a physically disabled person planning for retirement; searching ways to manage and protect your day-to-day finances, an estate; or just want a second opinion about your current investment portfolio, a certified Fiduciary Financial Planner in Toledo, Ohio can be of big help. They are professionals having years of experience in investment management and can help you make sound decisions to reach your financial goals. Along the way, they provide with thought-through strategies to help you protect your wealth in bear markets and also avoid common pitfalls that can possibly cost you a lot of money. While they can’t control where the market goes, they can surely help you focus on things you can control, keeping your investment costs low, the amount of risk you take, and the mix of investments needed to achieve your goals.
Financial Planner Fiduciaries Vs Brokers
Financial advisor fiduciaries are held to a legal standard called the “fiduciary standard” which means that they are legally required to put the interests of their clients ahead of their own. This is contrasted with other professionals in the industry, including brokers who push down products by companies to earn a commission. A fiduciary is someone who goes down the journey with you — to not just complete a transaction — but to help you secure your financial future.
Grow Your Wealth & Safeguard Your Financial Interests with Chris Cooper
Chris Cooper is a certified, experienced, and licensed financial planner and fiduciary by the State of California Fiduciary Bureau. Let me help you safeguard your financial interest and grow your wealth!