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Bryant Stone - Why It Is Important to Choose a Fiduciary When Searching For a Financial Professional
Manage episode 315261675 series 3293599
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Join Host Jeff Roediger and his Guest Financial Fiduciary Bryant Stone as they discuss this important term "fiduciary" and how it could impact you!
Fiduciaries are obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in pursuit of fees and commissions).
We address the following questions:
- Why working with a Fiduciary is important
- What are the different types of Fiduciary Relationships
- How to find out if your "Financial Adviser" is a fiduciary
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Polimeni Tax and Financial Group, an unaffiliated and separate legal entity. This email is confidential, does not constitute investment advice, is only for the use of the intended recipient and should not be redistributed, except with the sender's consent. If you received this email in error, please notify us immediately by telephone; receipt by anyone other than the intended recipient is not a waiver of any work product or attorney-client privilege. All email to and from Redhawk Wealth Advisors, Inc. is monitored, stored and made available to regulators if requested.
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