Wondering why everyone says you should be sure your financial adviser is a fiduciary? What does this mean exactly? We’ll tell you, today on Elevate Wealth.

If you are looking for help from a fiduciary wealth adviser, we would love to talk more with you. Visit elevate-wealth.com and click the Let’s Talk button!

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FULL TRANSCRIPT:
A few weeks ago we received this question: "Everyone says I should be sure my financial advisor is a fiduciary. What does this mean, exactly?" We get this question a lot, and Elevate Wealth Advisory is a registered investment advisory firm, and so our advisers are fiduciaries. And so working with a fiduciary adviser offers several benefits. One is Professional Standards. Fiduciary advisers are legally and ethically required to act in the client's best interest at all times, putting the client's needs ahead of their own. Two: trust and transparency. Fiduciary advisers are held to higher standards of transparency and accountability, providing clients with clear, detailed information about services and conflicts of interests. Three: fiduciary advisers offer a holistic approach, taking a comprehensive view to financial planning, addressing all aspects of a client's financial life, including investments, retirement planning, tax planning, estate planning, and more. Overall, working with a fiduciary adviser can provide clients with peace of mind, knowing that their advisor is legally and ethically required to act in their best interest and that they are receiving personalized and comprehensive financial advice that is tailored to their unique needs and goals. If you're looking for help from a fiduciary wealth adviser, we would love to talk more with you. Visit elevate-wealth.com and click the "Let's Talk" button. Thanks!

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