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Скачать или смотреть What is a Fiduciary Financial Advisor? Why It Matters for Your Money Short - Worth Asset Management

  • Joe Dowdall, Financial Planner
  • 2025-03-10
  • 646
What is a Fiduciary Financial Advisor? Why It Matters for Your Money Short - Worth Asset Management
financialplanningretirementplanningwealthmanagementfinancial planning in DallasFinancialPlanningFiduciaryCFPWealthManagementRetirementPlanningMoneyMattersFinancialAdvisorInvestingFeeOnlyAdvisor
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Описание к видео What is a Fiduciary Financial Advisor? Why It Matters for Your Money Short - Worth Asset Management

Are all financial advisors the same? Not quite. Understanding the difference between a fiduciary and a non-fiduciary can significantly impact your financial future.

In this video, Joe Dowdall, CFP®, a fee-only fiduciary financial planner at Worth Asset Management, breaks down what it really means to work with a fiduciary advisor—and why it matters for your long-term financial well-being.

💡 Here's what you'll learn:

✔️ What a fiduciary financial advisor is
✔️ The key difference between fiduciary and non-fiduciary advisors
✔️ Why working with a fiduciary means no hidden fees or sales commissions
✔️ How fiduciary advisors prioritize your financial goals, not their commissions

Your money represents years of hard work—so shouldn’t your advisor be legally required to act in your best interest?

📞 Want to work with a fiduciary advisor? Let's talk!
📲 Call: 469-423-1989
📧 Email: [email protected]
💬 Drop your questions in the comments! Don't forget to like, subscribe, and hit the bell 🔔 so you never miss a new financial insights video.

--
Family. Health. Helping others with their wealth management and retirement planning. Spending time with loved ones. Traveling. Providing the best possible experience to my clients. These fundamentals are what’s most important to me. And when we begin your financial and retirement planning journey together, I will want to know what’s most important to you too.

Learn more by visiting https://joedowdall.com/.

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