Question to ask your retirement advisor: "Are you a fiduciary?"

 

Question to ask your retirement advisor: "Are you a fiduciary?"

Posted by Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF® 

[This notice and similar content has been published in local periodicals, including The Gazette, River Journal, and The Patch.]

 


 

Did you know upcoming regulations require advisors of retirement accounts to be fiduciaries?

 

The Department of Labor (DOL) Conflict of Interest rule states that all advisors who manage individual retirement accounts are now required to be fiduciaries, meaning they must act in the best interests of their clients when providing retirement savings and investment advice, since June 2017 - and full implementation of the rule by July 1, 2019.

 

 

We’ve made a career out of helping you plan for retirement.

 

At Unified Retirement Planning Group our specialty is to help make sure your retirement plan provides you with the kind of lifestyle you want. We are fiduciaries ready to help you keep your retirement goals within reach. Let us help you revise an existing plan—or create a new one— and to help you feel comfortable about dreaming about your future.

 

 

Contact us today for a complimentary retirement plan review.

Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF®

“A Fiduciary in Your Area"