(865) 357-7370 kim@sdp-planning.com

What Is a Fiduciary?

In legal terms, a fiduciary is an individual or organization that has taken on the responsibility of acting on behalf of another person or entity with utmost honesty and integrity. For example, bankers, attorneys and officers of public companies are all fiduciaries,...

How to Find the Best Financial Advisor

A 7-Step Guide Written by: Dana Anspach, The Balance Hiring a financial advisor is equivalent to hiring a chief financial officer for you or your family. You want to use a disciplined process to find someone with whom you can work for many years. Finding the right...

How to Hire a Financial Advisor

If you’ve heard it once, you’ve heard it a thousand times: You need to invest for retirement, especially if you want to retire early. That means, at some point, you’re going to need a financial advisor—someone who can explain complex investments in terms you can...