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Straight Talk Clear Decisions

Straight Talk Clear Decisions

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May 15th 2015:How to tell if your financial adviser is really working for you?!

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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