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How to tell if your financial adviser is really working for you?!
On this week’s show we will discuss…
1- What does their IPS (investment policy statement) state?
2- Are they fee, commission or solution based?
3- Peddlers vs. planners
4- DOL (department of labor) ruling and fiduciary status
Tune in this week for great insight about your current money manager.
Advisory services offered through Rik Saylor Financial, a Registered Investment Adviser. Securities offered through National Planning Corporation (NPC), Member FINRA/SIPC. Rik Saylor Financi
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