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This content has been developed by Crest Financial LLC and is believed to be accurate. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The Investment Fiduciary standard of care applies to advisory services only. Securities offered through Securities America, Inc., Member FINRA / SIPC, and Advisory Services offered through Securities America Advisors, Inc., Douglas E. Richards, CLU, ChFC, CFP, AIF Representative.
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Who is being paid on your financial planning team? How much of this goes to your professional and how much goes to the financial institutions you are working with? Your financial planning professional should welcome these questions and provide candid answers. You should expect a transparent relationship for the duration of your work together.
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