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Hidden conflicts of interest are everywhere in the financial services industry, so beware. Protect your interests with the 3 questions your financial advisor must answer in order for you to feel confident.
Uncomfortable asking your advisor these questions? This report shows you exactly where to get the answers without having to ask your advisor directly.
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95% of Financial Advisors have no legal obligation
to act in your best interests
The relationship you’ve had with your financial advisor up until now was important. However, when you reach The Paycheck Dependency Threshold™ (where you transition from relying on a paycheck from your work over to relying on the Retirement Bucket™ of investments you’ve carefully built up to support you) the stakes go way up.
You need to be 100% certain and confident that you’re working with a financial advisor who is:
- Legally bound to act in your best interests 100% of the time vs. their own or the company they represent. And,
- A retirement transition specialist who has the experience to help you successfully navigate your complex retirement transition.
Discover How to Protect Your Interests:
3 Questions Your Financial Advisor Must Answer
This report will help you discover if you have innocently been on the wrong end of costly hidden conflicts of interest within the financial services industry.
Think about it. You work your entire life. You exercise the discipline and dedication to save a large percentage of your earnings for the future. You engage a financial advisor to help you, and then you discover years later that your advisor was acting in his or her own best interest, and at your expense. And, that it is 100% legal.
This is the tragic injustice we continue to see on a regular basis that we want to help you avoid.
Hidden conflicts of interests are everywhere in the financial industry which is why you must protect your interests by getting answers to these 3 questions from your financial advisor, or any advisor you are considering working with.