Fiduciary

<p><strong>A comprehensive guide to the essential attributes questions and evaluation tools for fostering a trusted partnership with a financial advisor.</strong></p><p><br></p><p><strong>A must-read for anyone seeking to secure their financial well-being.</strong></p><p><strong> --Geoffrey I. Kanner CFP�� Kanner Financial Services LLC</strong></p><p><br></p><p>Entrusting your money to a financial professional to help it grow and to plan for retirement makes logical sense: those with extensive training in the investment arena should be allies you can count on. But as with any industry charlatans and opportunists abound-people who often deceive their clients into detrimental products or strategies so the advisor can make a nice commission then leave the client's portfolio in a state of little to no gain.</p><p><br></p><p>Certified Financial Planner Ryan Morrissey has written this book to help change that. With over twenty years as a financial advisor and after reviewing hundreds of prospective clients' portfolios suffering from poor strategies Ryan has built his business on what he considers the gold standard in his field: the fiduciary model. Within this model advisors are paid a set fee clearly disclosed and agreed upon before entering into an agreement with a client--and the conflict of interest of earning commissions is absent. This arrangement lends to partnerships that are confidently in accord; the better your advisor does for you the better he or she is compensated. In short between advisor and client it is either win-win or lose-lose never win-lose as commission-based brokerage partnerships can frequently be.</p><p><br></p><p>In <em>Fiduciary</em> Ryan provides easy-to-follow step-by-step guidelines for finding hiring and establishing an aligned and trusted partnership with a fee-only fiduciary financial advisor. This straightforward book will walk you through:</p><p><br></p><ol><li data-list=bullet><span class=ql-ui contenteditable=false></span>The reasons you may want to hire a financial advisor</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>How the fiduciary model is beneficial to you as a client and what to look for in advisor candidates</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>How to prepare for your partnership and what to expect from it</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>Getting it R-I-T-E in planning for Retirement Insurance Taxes and your Estate</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>Choosing investment strategies aligned with your life plan</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>Steering clear of losing strategies</li><li data-list=bullet><span class=ql-ui contenteditable=false></span>Ensuring your fiduciary partnership is delivering value to you</li></ol><p><br></p><p>An indispensable guide for anyone looking to hire an advisor for the first time--or to re-evaluate a current partnership or investment strategy--<em>Fiduciary</em> will arm you with knowledge and a clear path to assuage any trepidation you may feel about entrusting your assets to a financial advisor. By empowering you with solid expectations and understanding Ryan hopes to embolden you with assurance that you <em>can</em> retire with ease and provide for your loved ones even within the rapidly changing financial landscape we live in today.</p><p><br></p><p><br></p><p><strong>If you are an investor looking to learn how to find hire and establish an aligned and trusted relationship with a fee-only wealth advisor look no further.</strong></p><p><strong>--Larry Swedroe author of <em>The Only Guide to a Winning Investment Strategy You'll Ever Need</em> and <em>Enrich Your Future</em></strong></p>