Fiduciary

Should credentials matter when seeking financial advice? We're pretty biased and would say "yes!" But aren't all advisors credentialed the same? Don't they do the same things, get compensated the same way? Actually, no. Listen to Ben and Adam talk about the difference between the butchers and the dietitians in this podcast.

In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach and your personal financial goals. Haas Financial Group strives to provide a proactive, personal relationship while delivering unbiased, holistic and fiduciary advice. If you’re not sure if you have the right advisor, give us a call to schedule your free complimentary consultation!

 

As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit us all the time, asking us to consider recommending their products. We’ve had a huge uptick in solicitations over the last couple months, and I think I know why.

 

Alert: Read the Fine Print!

 

As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit us all the time, asking us to consider recommending their products. We’ve had a huge uptick in solicitations over the last couple months, and I think I know why.