As a bonus, all CFPs and Garrett Planning Network advisors are fiduciaries, so you don’t have to worry about conflicts and can trust that they will act in your best interest. If you feel limited by the choices in your geographic area or can’t find the right advisor locally, don’t ...
Insurance Planning Our advisors are insurance licensed and actively work within the field to help you get policies approved and file claims on your behalf. We assess your needs and recommend options for life, health, long-term care, and disability insurance and annuity products to insure the fina...
based approach. Advice is about process not product. Shift of advice delivery from a business to a professional model is achieved by creating a fiduciary friendly context for advisors. Only fiduciaries allowed to use advise/or title. Statutory fiduciary level of care is buttressed with appropriate...
The New Fiduciaries: LPL and Fiduciary360 educate advisors on retirement consulting in the PPA era.O'Brien, Elizabeth
Some members of our team are registered with Global Retirement Partners (GRP), an SEC registered investment advisor, enabling us to serve as investment fiduciaries under ERISA to help ensure retirement readiness, with a goal of enhancing the overall effectiveness of retirement plans. ...