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What is a fiduciary?


certified financial planning

What is a fiduciary?

Question: What is a fiduciary?

Answer: A fiduciary is a person who has responsibility whether it’s in your will or your trust or maybe even an investment advisor. These individuals have responsibilities to look out for the interest of the person that they are representing and they refer to them as fiduciary responsibilities as far as the obligations that they have to properly serve on your behalf.

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