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NEED FINANCIAL ADVICE?
1) Google /“fee-based financial advisor/” or visit www.NAPFA.org (the largest association of fee-based financial advisors). NOT an affiliate link
2) The first question to ask any financial advisor is: “Are you my fiduciary 100% of the time/”. Get the answer in writing
3) Please note that some people call themselves "paying". This is NOT the same as fee only. Fee-based advisors are committed to being fiduciary to you 100% of the time.
4) Personally, I would only hire an advisor who would be a 100% fiduciary for me. This is not a suggestion on what you should do. I'm just sharing my personal preferences.
️ Warning /"Scammer/" from Azul PLEASE READ! ️
Be careful of scammers. In the comments section, I will NEVER ask you to contact me, suggest investment products, recommend a stock broker or anything similar. Some scam bot commenters “ask” for investment help, and later other comment bots respond with / “how great idea/investment/person X is/” in the responses. These are fraudulent threads. Don't fall in love with them.
MY VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer)
This information is provided as an informational resource only and should not be considered investment advice or recommendations. For professional financial advice from a fee-based financial advisor near you, please visit www.napfa.org.
Decisions about how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice when making this decision, ideally from a financial advisor, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family.
This information is presented without regard to the investment objectives, risk tolerance or financial situation of any specific investor and may NOT be suitable for all investors.
This information is NOT intended to be, and should NOT be, a primary basis for any investment decision you may make. Always consult your own legal, tax and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
Spoiler alert: there are no “get rich” programs. Instead, just block and tackle the basic situation and dedicate time and care to it. Do your homework, choose wisely, and (in my humble opinion) work with experienced professionals who are fiduciary to you 100% of the time.
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