Just as pieces of a puzzle fit together to make a picture, financial decisions made throughout life also need to fit together so that you can most effectively:
But many of us lack the time, know-how and discipline to put our financial house in order- to do the smart thing with our money. That’s where a trained professional can examine your overall financial situation, help identify your life goals and help you develop a plan to achieve them.
fi·du·ci·ar·y — fəˈd(y)o͞oSH(ə)rē/ — adjective Involving trust, especially with regard to the relationship between a trustee and a beneficiary. “The company has a fiduciary duty to shareholders.”