A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.
Sheryl Garrett is the founder of the Garrett Planning Network.
The Garrett Network consists of approximately 300 financial advisors who provide services on a fee-only basis and act as fiduciaries.
Read on to understand how and why the Garrett Network seeks to make objective, competent...
The Securities and Exchange Commission’s (SEC) proposed Rule 151A would change the securities status of indexed annuities from fixed insurance products to registered, securities products.
The proposed rule would have a significant impact on their entire industry landscape. SEC 151A would affect the way in which insurance companies develop...
Henry "Bud" Hebeler is a former Boeing executive who has been running a retirement planning...
