What is a Fiduciary?
{2 minutes to read} What is a fiduciary? A fiduciary is a person that is entrusted with financial decisions, whether they be investments or other types of financial responsibilities. An executor of a will, the trustee(s) of a trust, or an investment advisor regarding your investments, are all examples of fiduciaries. At Strategic Wealth Advisor […]
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.