
Be prepared with your financial investments and advisors
Money Management | Being a doctor includes the accountability of being a fiduciary, as do attorneys, CPAs, CFP professionals, and others.The prudent-person rule is at all times in effect and a fiduciary professional is required to uphold this duty and do what is best for an individual. Regardless of the financial title used, most investors fail to thoroughly evaluate if a selected financial broker or advisor is rendering accurate, unbiased, and truthful advice—or is even a fiduciary.