What is a Fiduciary?
A one minute primer on what you need to know.
A fiduciary is an individual who has been given responsibility by another person to handle their financial assets. Fiduciaries act in the best interest of those they represent.
The opinions voiced in this material are for general information only and are not intended to pro
vide specific advice or recommendations for any individual.
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Greg Powell, CIMA
Wealth Consultant
Email Greg Powell here
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
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