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Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

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Retirement can have many meanings. For some, it will be a time to travel and ...

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Principle 5

Know the Difference Between Advisors and Salespeople

Are you willing to sell a person a shoe that doesn’t fit vs losing the sale because you don’t have the right size?


— David Booth, Founder of Dimensional Fund Advisors

Unfortunately, too many financial firms and their employees focus more on selling products versus trying to provide advice and solve investor needs. Only independent financial advisors are legally required to act as a fiduciary — which means they must always put your interests as a client ahead of their own. In addition they must disclose all important information to you, including fees charged and any conflicts of interest.

So when independent advisors make a recommendation, it has to be in your best interests — not because they just want to make a quick sale. It is like the difference between getting health advice from a doctor versus a pharmaceutical salesperson. Pharmaceutical sales reps can only sell the medicine their company manufactures. A doctor, on the other hand, must prescribe the right medicine for each patient, regardless of the manufacturer. Independent advisors take the same approach when advising their clients. They are indifferent to who made a financial product: their only focus is getting the best resources to help solve each person’s unique situation.

Schedule your free Exploratory phone call

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can be of assistance.

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Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more