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Frequently Asked Questions
Are you a fiduciary?
We are committed to the fiduciary standard, meaning we're legally and ethically obligated to put your best interests first. This commitment guides every recommendation we make, ensuring that your financial goals, risk tolerance, and personal circumstances drive our planning.
What services do you offer?
We take a comprehensive approach. Our strategies are dependent on your goals and needs. These may include investments, insurance, planning, or any combination of these.
What types of accounts are best for retirement savings?
There are several ways by which you can save and prepare for retirement. The right choice depends on your income, tax strategy, and retirement goals. These are all a part of what we consider when discussing your specific situation.
How do I set realistic financial goals?
First, we work to understand your ideal retirement lifestyle, income needs, and any specific aspirations you have for the future. We then analyze your current assets, income, and savings to identify any gaps or opportunities for growth. Using these insights, we create a tailored actionable retirement plan that balances your goals with practical milestones. By revisiting and adjusting your plan as your circumstances evolve, we ensure you stay on track toward a secure and fulfilling retirement.
How do you get paid?
How we are paid is determined by the nature of our relationship and the services provided. Sometimes a fee may be assessed to your account. At times we are paid a commission. For plans, a one-time payment will be charged directly to you. We are always transparent about our compensation and will discuss the best option for your financial goals and preferences.
What are your qualifications?
As a fully licensed hybrid advisory firm, our advisors have completed rigorous industry-based examinations. In some instances, professional designations have also been achieved. Additionally, in order to remain current with financial regulations and trends, ensuring clients receive informed, up-to-date advice tailored to their evolving needs we must complete continuing education.
How can I benefit from working with a financial advisor?
Partnering with a financial advisor provides personalized guidance to help you make informed decisions, stay focused on your goals, and adapt your financial strategy as life changes. Advisors offer expertise in areas like investment management, tax planning, retirement preparation, and risk management, and more ultimately helping you optimize your financial well-being and build a secure future.
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified. Check the background of your financial professional on FINRA's BrokerCheck. View complete disclosures.