Crisis Test: Is Your Financial Advisor Really Helping You?
Are you working with a fiduciary or a salesperson?
If you're not receiving actionable advice from your financial advisor beyond "just stay the course" right now, it could be the latter.
Brett Koeppel is a fee-only Buffalo financial advisor, CERTIFIED FINANCIAL PLANNERTM , and the Founder/President of Eudaimonia Wealth. Eudaimonia Wealth is a fee-only, fiduciary, Buffalo financial planner and wealth management firm dedicated to helping families prepare for and transition into retirement by providing independent, objective financial planning and investment management advice.