Give your Financial Adviser a call this week and ask them this question:
“Do you adhere to the Fiduciary Standard?”
This one question could save you a great deal of money.
If they say yes, this means they are putting your interests first when recommending where to invest your retirement funds.
If they say no, then they are able to make recommendations that benefit them (in the form of a commission, for example) even if it is not the best choice for your money. It’s probably time to walk away.
Consider your retirement money and how hard you’ve worked for it. Do you want your adviser to put your interests first?
Over the next couple of weeks we’ll discuss more about how working with an adviser that is not a Fiduciary can impact you, and we’ll cover some of the misinformation out there about the Fiduciary Standard which will go into affect April 10th, 2017.
Castle Rock Investment Company has been a Fiduciary since opening 10 years ago. Our project based and monthly retainer pricing model ensures that you always know how much you are paying us. We value transparency and never charge hidden fees or earn a commission on our recommendations.
Call us at 303.725.7086 or email Michele Suriano at MSuriano@CastleRockInvesting.com today to start working with a Financial Adviser who will always put your interests first.