Will

Terry Says

Well, you have a stockbroker — a person who is not bound to put your interests first. (I have nothing against stockbrokers — I was one, long ago!) But they make their money on commissions, or on the total amount of assets in your account, on which they charge a percentage.
I cannot imagine why a broker would ask for your estate plan — except to “find” more money that he/she could drag into your investment account.

Will you set my mind — and yours — at ease by at least setting up a meeting with a FEE-ONLY, FIDUCIARY financial advisor. You can do that by reading this:https://www.terrysavage.com/pam-krueger-wealthramp/