Are you a Fiduciary? Just what is a Fiduciary?
I am a fiduciary to my clients. This is an important question to ask of all advisors you are considering.
Their answer and reasons may provide valuable insight on their approach to their clients.
A fiduciary is a person in a position of trust that is required to place the interests of those they serve above their own. I embrace this role and the responsibility of placing my clients' interests first.
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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. |