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MONEY IN A MINUTE What is a Fiduciary?

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Manage episode 406118136 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest.

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

352 episodes

Artwork
iconShare
 
Manage episode 406118136 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest.

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

352 episodes

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