Fee-only financial advisor and professional wealth building consultant, Rick Epple, CFP® of Epple Financial Advisors, recommends dentists know the difference and understand how to find to the best planner. The responsibility your advisor has to you and your financial interests should be more important than any other entity.
Rick has an independent perspective and believes dentists should develop a relationship with a financial planner that is scrubbed of conflict of interests. He recently found an article about this issue, which also references his focus on making sure dentists get an independent view of how to manage their money and investments and secure their financial future.
Lead In Article Synopsis: of Nov. 22, 2009 Article...
Paydirt: Financial advisers don't all follow the same rules
- KARA McGUIRE, Star Tribune
- The first term is "fiduciary."
- Then there's the term "suitability"