This is one of our favorite questions. This question, if answered appropriately, will ensure that your advisor is acting in your best interest and not their own, or their company's. It is more than fair to ask this. Many of the companies that you may be interviewing will offer their advisors extra 401k matches, stock options, bonuses, a higher commission, health insurance, benefits, company trips and more if the advisor uses certain types of accounts for you. You want to make sure that the investment that you are making is based on a true recommendation and not based on what their company wants them to use. If you would like more information on this, feel free to send me a message and I would be more than happy to tell you if you are in one of those accounts... this does not mean you have to become a client. I am just making sure the right things are done for you!
Content here is for illustrative and educational purposes only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
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