Value of Advice
Why Fiduciary Advice Matters
According to the Wall Street Journal*(1), only 2% of financial planning firms are legally required to make optimal recommendations for their clients. My firm is among that 2% – by my choice and my values.
I'm an Accredited Investment Fiduciary®, and my firm is a Registered Investment Adviser.
I believe in the importance of my fiduciary duty and do not accept commissions, kickbacks, or third-party fees for recommending or selling investment products. This means you will get objective, unbiased advice every time.
Value of Advice
I have long believed that my clients have a better investing experience and achieve higher returns over the long run than those that manage their investments themselves, and newly-released independent studies have confirmed that this is true.*(2)
Vanguard, for example, recently published a report indicating that returns for individuals using investment advisors could be as much as 3% higher over a full market cycle.*(3)
Similarly, Morningstar reported that returns increased by 1.6% for those using an advisor and that, over time, working with an advisor could add as much as 22% of additional retirement income!*(4)
Another research study shows that the longer you receive financial advice, the more your assets grow.*(5)
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With an advisor, you are better prepared to make informed financial decisions, and you have a greater chance of saving more, minimizing your tax burden, and retiring comfortably.