What is a Fiduciary Advisor?

When it comes to your personal finances and future retirement, you want to ensure that your advisor is acting in your best interest. One way to ensure that your advisor is working with undivided loyalty to you is by choosing a fiduciary. A fiduciary is an advisor who is required by law to manage your assets objectively and always act in your best interest. Their advice and recommendations must align with your specific objectives and time horizon, and they must exercise great care and diligence in evaluating your investment options.

As an Accredited Investment Fiduciary^®, I have acquired a thorough knowledge of fiduciary responsibility and can serve as an invaluable resource as you navigate the 403(b) plan world. You are already faced with a number of decisions you must make on a daily basis and your retirement plan doesn’t have to be one of them. Instead of monitoring and updating your plan yourself, a financial advisor serving as a fiduciary can help. Throughout the process, you will always be aware of the fees you are paying and how your portfolio is performing.

By working with a fiduciary, you can feel confident knowing that your investments are being managed objectively, and are proactively monitored to ensure your plan is working efficiently and cost-effectively. Along the way, you can rely on your advisor for ongoing education and guidance.