Fiduciary Rule: Here’s What You Should Know

This New Rule Makes It Harder for Your Broker to Take Advantage of You. Here’s What You Should Know
Great Article by Megan Leonhardt Jun 07, 2017
Starting Friday, a new federal rule could mean big changes for your retirement savings. Read the full article here.


The Financial Check-Up

Losing your life savings are often one-time events, once it’s gone, it’s gone. Prevent it because when it happens, it’s too late. A fiduciary is a start but not enough, check and stay on top of everything. What you don’t know can hurt you. There is no reason to panic, just educate yourself and stay on top of your finances.

Visit; a website by The SEC’s Office of Investor Education and Advocacy, will help you invest wisely and avoid fraud.

This is my job; I educate my potential clients first. I start by offering them a Second Opinion and a Financial Check-Up ( of their current situation. I answer the important questions for them.

1First, we gather the data, and we take the time necessary to understand your big picture. Second, we analyze your current situation; where you are and what you are trying to achieve in the future. Only then we will be able to give advice.

When was the last time you had a Financial Checkup? Call me @ (212) 852-0242 or email me @

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