Question to ask your retirement advisor:
“Are you a fiduciary?”
[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 interest of their clients when providing retirement savings and investment advice beginning June 2017 (implementation of the remainder, or phase 2, is expected 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 keep your retirement goals within reach. Let us help you revise an existing plan—or create a new one— 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”