If I use you to develop a financial plan, am I obligated to purchase any products?
Absolutely not! I offer recommendations to meet your needs and objectives, but you are under no obligation to purchase anything.
The extent of my involvement in helping you implement your purchase of a product or investment is up to you. I can help you purchase investments and/or set up your accounts with a third-party custodian such as a discount broker. You can manage your accounts yourself or I will coordinate complete investment management. Since I am not compensated by others, you can be assured that my recommendations are based on what I believe is in your best interests. I take my fiduciary role seriously.
Annuity ABC's While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation. Free. Information and RSVP at StraightTalkSarasota.com or 927-9590. Tuesday, May 22, 5:30 - 6:30 p.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |