Advertisement

Is Your Financial Advisor Working for You
Is Your Financial Advisor Working for You

Is Your Financial Advisor Working for You

Andrew Taylor, CFP

OJM Group Wealth Advisor, Andrew Taylor, CFP discusses the importance of working with an advisor with a "fiduciary" vs. "suitability" standard, and outlines other questions to ask when determining if your advisor is working in your best interest.

Click here to request or download a free copy of Wealth Protection Planning for Dermatologists or OJM Group's newest book Wealth Management Made Simple. Available in hard copy or ebook formats for Kindle and iPad.

Advertisement