The Role of a Financial Advisor in Estate Planning
November 15, 2024
Estate planning involves more than drafting wills and trusts. Those certainly are important steps, but so too is deciding how
Explore how financial advisors can impact your financial well-being, from managing investments to creating comprehensive financial plans for wealth building.
Estate planning involves more than drafting wills and trusts. Those certainly are important steps, but so too is deciding how
A retirement financial advisor is one of the most important professionals to have at your disposal. Financial planning allows you
Choosing a financial advisor is an important step toward securing your financial future. It’s also important to periodically review your
Planning for your financial future can be overwhelming, and choosing a financial advisor is a crucial step in getting the
Invested Better, LLC (“Invested Better”) provides a matching service whereby users are connected with third-party financial advisors (“Advisors”) who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
