Addis & Hill has always talked about the importance of hiring a financial advisor that operates as a fiduciary. Why? Because a fiduciary must put a client’s interests ahead of their own. Those that sell annuities and other financial products operate under a different standard. After sixteen years of operating as a fiduciary, we might be on the verge of leveling the playing field and protecting the public from the sharks! Quick read on the topic:
Your 2024 Financial To-Do (and Don’t) List: Mastering Your Money This Year
April 12, 2024
Master your money in 2024! Build a strong financial foundation, invest for the future & avoid pitfalls. Get actionable financial to-do list & bonus resources!
