UPotential is a fee-for-service financial planner – meaning that our compensation is based on a transparent, pre-established rate agreed upon before our engagements begin. We do not receive any compensation from, and do not offer, the sale of any investment or insurance related products/services. As a UPotential customer you will be under no obligation to utilize any particular investment or insurance product/service to action any of the plans we create. If you wish to engage the services of ETF Capital Management – a registered portfolio manager – you should be aware (and will be made aware at the time) that UPotential is under common ownership. Our goal is to help you get the most out of your money – so we will act always in the best interests of our clients, with full transparency, and in a manner which aligns our interests accordingly.
Need a Financial Advisor? It’s as Easy as 1,2,3
In the 70s, in my “home ‘ec” class we learned rudimentary cooking skills and how to thread a sewing machine. In other words, lots of “home”, not much “‘ec”. It’s no wonder that so many of us have little-or-no financial literacy.
When it comes to getting financial advice, it’s hard to understand the differences between the various professionals willing to offer it to us. For example, what’s the difference between a “financial planner” and a “financial advisor”?
Click here to read the full article on GoldenGirlFinance.com