Fuduciary Financial Advisors

Fiduciary Financial Advisors
Retire On Track LLC.

Want the Financial Advisor Relationship that Will Most Benefit You? 

In the most strict sense, a fiduciary is someone who cannot benefit from the business they do in partnership with you. Fiduciary financial advisors, therefore, are those financial advisors who cannot ask you to act on their suggestions unless those suggestions will benefit you. 

Adding to the benefit of fiduciary financial advisors is that they are obligated to act in your best interest. They are as unable to benefit from an honest mistake as they are from asking you to make an investment that will only benefit them. Further, fiduciary financial advisors - if they make a profit acting on your behalf - must tell you about the profit, and it will be up to you to decide whether or not they are able to keep the money that they made. 

Therefore, it seems to many people that relationships with fiduciary financial advisors would be beneficial. However, even though you are trusting that your financial advisor will act appropriately, that he or she will act in your best interest and keep you informed of any gains that were made, it would not hurt to take advantage of a tool that would allow you to better stay on top of your own savings and investment accounts. 

One such tool is Bob's free retirement calculator that can be accessed by clicking the blue button at the bottom of this page. The free retirement calculator will allow you to analyze your savings accounts - your certificates of deposit and how they should be growing based on their interest rate, your IRAs, your 401Ks as well as other accounts that you may have. 

Similarly, you will be able to analyze the investments that your fiduciary financial advisor suggested to you. You will be able to look at the stocks, bonds and mutual funds that you hold. You will be able to see how those investments have performed in the past and you will also have the opportunity to view projections for how those stocks, bonds and mutual funds are expected to perform over time. 

Because you will be able to view projections over the next thirty years, you will be able to see two primary things. First, whether or not the information given to you by your fiduciary financial advisor about the investment's projections was correct. And, second, you will be able to see how the investments that you have made will hold up over time - and how they will be affected by changing interest rates and inflation. 

In addition to being able to analyze your current investments, you will be able to use the retirement calculator to analyze those changes to your investment strategy that your fiduciary financial advisor suggests to you. You will be able to study those investments and the effects they will have on your retirement savings even before you change the location of your money. 

You will be able to see how your savings will be affected, but you will also be able to determine - even before an incident occurs - whether or not your fiduciary financial advisor is benefiting from a transaction made on your behalf. Therefore you can be absolutely sure that your savings and investments will benefit you - and not your financial advisor - when the time comes for you to retire, which will give you an even greater sense of confidence in your investment strategy

If you have chosen fiduciary financial advisors, you already understand that there are financial advisors who take advantage of their clients. Rather than taking your chances, add yet another level of protection. Click the blue button to Try Bob's free retirement calculator so that you will be able to see for yourself that you are getting the right information, the information that will help you to reach your financial goals.
 

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