We’ve had prospective clients ask us, “Why can’t you just tell us what to invest in and we manage the portfolio?” It’s a fair question, and the answer comes down to this: we’ve found that delegated management enables us to do our best work and it consistently delivers better outcomes. Here’s why:
One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company…
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
First – what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
How are you supposed to figure out who to trust with your life savings?
My goal is to shine a light behind the curtain and arm you with information.
This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.