Fiduciary Advisor Fred Schwartz launches a collection of "Wealth Matters" - eBooks that will inform and educate the reader with the good, the bad and the ugly when it comes to wealth management. Reserve your complimentary copy today and get the facts from Fred, CEO of The Wealth Defender.
While not everyone needs a financial advisor, many people would benefit from personalized advice to help them build a strong financial future. You don’t need to have a lot of wealth to take advantage of a financial advisor.
ABOUT THE WEALTH DEFENDER
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Individuals and families can count on our advisors to deliver thoughtful advice in all aspects of your lives. Assessing your current retirement savings and determining whether it aligns with your future needs is also important. If you find yourself falling short, exploring ways to increase your savings or adjusting your expenses can help bridge the gap. This might involve downsizing your living situation, cutting back on non-essential spending, or finding additional sources of income.
What Is a Fiduciary Financial Advisor?
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When discussing financial advisors and retirement planning, you’ll often hear the term “fiduciary”. But what does this mean, exactly? Especially as it relates to a financial advisor.
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A fiduciary advisor is a financial advisor who has an obligation to make financial decisions and recommendations that are in their clients’ best interest. For example, they cannot make certain decisions just because they pay a larger commission to the advisor.
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