We Are Independent and Act as a Fiduciary
Wealth and Business Planning Group, LLC (The Financial QuarterbackTM) is an independent Registered Investment Advisor firm. As such we put in writing that we honor our fiduciary obligations to YOU as our client first and foremost. This means we have to put YOUR interests first, not theirs. (Hey, isn’t that the way it should be?)
You’ll be shocked at how many companies will not allow their advisors to act as your Fiduciary. (Some of the biggest names on Wall Street are not allowed to act as your Fiduciary). If your current advisor “claims” they’re a fiduciary to you and will act in your best interests – ask them to put it in writing…WE DO!