2021. All Rights Reserved. Financial Life Matters.

Home
About
What We Do
Our Process
Events
- Retirement Income Planning Workshop
- Social Security Timing Workshop
Resources
Contact

Brokers vs. Fiduciaries

Brokers vs. Fiduciaries

What's the Difference?

This video explains the difference between fiduciaries and brokers and shows the issues in the industry.

Call: (785) 331-4211

I look forward to hearing from you! - Pat Seelye

Recent Posts

Retirement Planning
How Can A Financial Advisor Help?
How Much Insurance Do I Need?

Office Location

Call: (785) 331-4211

1420 Wakarusa Drive, Suite 202
Lawrence, KS 66049

Copyright 2021. All Rights Reserved. Financial Life Matters.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. Financial Life Matters, LLC and CreativeOne Wealth, LLC are unaffiliated entities.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Please consult legal or tax professionals for specific information regarding your individual situation. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
[website design]