Do You Need a Fiduciary?

Welcome to your Do you Need a Fiduciary?

Do you want the responsibility to make the final investment decisions on your own?

1 out of 5

Is your spouse comfortable with the decisions you make regarding investing and can they pick up where you left off in the event of your absence?

2 out of 5

Do you want to work with someone who recommends packaged products  rather than strategies?

3 out of 5

Do you understand the short and long-term role taxes play in your investment decisions and know how to apply that knowledge to your investment strategy?

4 out of 5

Do you have the time, resources, and process to do your own investment research, and do you enjoy doing it?

5 out of 5

Do You Need a Fiduciary?

Welcome to your Do you Need a Fiduciary?

Do you want the responsibility to make the final investment decisions on your own?

1 out of 5

Is your spouse comfortable with the decisions you make regarding investing and can they pick up where you left off in the event of your absence?

2 out of 5

Do you want to work with someone who recommends packaged products  rather than strategies?

3 out of 5

Do you understand the short and long-term role taxes play in your investment decisions and know how to apply that knowledge to your investment strategy?

4 out of 5

Do you have the time, resources, and process to do your own investment research, and do you enjoy doing it?

5 out of 5