A fiduciary is a person or company that is entrusted to manage your finances, including liquid cash in bank accounts, investment portfolios, estate assets and retirement funds.

Many individuals select a friend or family member to act as their fiduciary. While this may work for some individuals, there are many benefits to choosing a professional fiduciary over a friend or family member. By choosing a professional, independent fiduciary, your finances will be in good hands for generations to come. [click to continue…]

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Today, most financially conscious individuals are hiring professional, independent fiduciaries, as opposed to family members or friends, to take care of their finances and funds. While this is a wise decision, it is important to understand that not every independent fiduciary is created equally.

There are several things to do before choosing a fiduciary in order to ensure that you’ll receive the best services available. [click to continue…]

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