Retirement & Financial Planning Our commitment is to create fundamentally sound, well-constructed financial plans and investment portfolios tailored to each client's needs and goals. MUNICIPAL GOVERNMENT We assist in meeting fiduciary responsibility requirements, on-site education sessions on topical investment and governance issues and communicate important legal changes and trends.
WEALTH MANAGEMENT We take the time to learn your objectives so your investments begin in alignment with your goals. We'll make sure you understand why you own what you do so that your future is never a mystery. Fiduciary Experts LLC serves as a consultant and advisor to instiutions and government agencies as an independent party and fiduciary of retirement plans.
WEALTH MANAGEMENT We take the time to learn your objectives so your investments begin in alignment with your goals. We'll make sure you understand why you own what you do so that your future is never a mystery. Fiduciary Experts LLC serves as a consultant and advisor to instiutions and government agencies as an independent party and fiduciary of retirement plans.
Services
Companies are now facing higher scrutiny and liability on the retirement benefits offered to their employees. Fiduciary Experts saw a need that was under-served in the small to mid-size retirement plan arena.
The market is inundated with brokers that are selling a product to companies while creating a potential conflict of interest if recommendations or influence over assets are occurring while they receive commission for this particular structure.We serve as co-fiduciaries to our clients as an unbiased party for these retirement plans.
The market is inundated with brokers that are selling a product to companies while creating a potential conflict of interest if recommendations or influence over assets are occurring while they receive commission for this particular structure.We serve as co-fiduciaries to our clients as an unbiased party for these retirement plans.
When you're ready to invest, your financial advisor will help construct a portfolio based on your specific goals and circumstances. You'll select from a broad range of investment vehicles, including equities, exchange traded funds, fixed income securities, mutual funds, private managed accounts, as well as retirement and education savings accounts.
Fiduciary Experts is proud to serve municipal 457 Deferred Compensation Plans as an independent consultant and fiduciary. We assist in meeting fiduciary responsibility requirements, on-site education sessions on topical investment and governance issues. We provide a free analysis up front to help city's begin the process of negotiation.
With consistent review of your finances via phone conferences and one-on-one meetings, educational empowerment, and 24/7 account access, our personable approach will give you the peace of mind to enjoy your retirement, knowing that you are in the best investments suited for your risk objectives and personal goals.
An individual, corporation or association holding assets for another party, often with the legal authority and duty to make decisions regarding financial matters on behalf of the other party. Bottom line: By formalizing your fiduciary process you protect yourself from being judged solely on the results of the funds but rather on the process itself.
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