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Message
re: Financial Advisors Baton Rouge Area
Posted on 4/22/24 at 8:58 pm to DaBeerz
Posted on 4/22/24 at 8:58 pm to DaBeerz
quote:
advisor is going to look out for themselves with your money, not you!
Keep in mind that a fiduciary is legally required to put the client first.
That said, you really need an advisor for tax/estate planning and not so much for picking investment vehicles. You can do the latter yourself.
1
Posted on 4/23/24 at 11:30 am to Bestbank Tiger
quote:The problem is that it is not difficult to be a fiduciary and still serve your own interests which could have a negative impact on the client.
Keep in mind that a fiduciary is legally required to put the client first.
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