Ive written previous columns about the importance of working with financial advisors for whom you are a client rather than a customer. To a fee-only financial planner, you are the client. Like an attorney or accountant, the planner has a fiduciary responsibility to put your interests first.
Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of "The Financial Wisdom of Ebenezer Scrooge"
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