FAQ

Beall Financial Planning, Inc.

...enabling your financial independence

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FAQ

What is a FAQ?
What is the difference between an Advisor, Financial Adviser, Broker or other title?
What is a Fiduciary?
Do I need an Advisor?
How do I get started?
What's your question?

Q: What is a FAQ?

A: FAQ is an acronym for "frequently asked questions."

Q: What is the difference between an Advisor, Financial Adviser, Broker or other title?

A: An Advisor with the 'or' at the end instead of an Adviser with 'er' will generally mean that they have read the Investment Advisor act of 1940 and have agreed to be a fiducairy. A broker is not a fiduciary, in most cases they are a salesperson. Most of the titles and names are creations of the marketing department. The question you should be asking is "Are you a fiduciary"

Q: What is a fiduciary?

A: From Wikipedia "A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence." A fiducairy duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty he must not put his personal interests before the duty, and must not profit from his position as a fiduciary, unless the principal consents. The fiduciary relationship is highlighted by good faith, loyalty, and trust, and the word itself originally comes from the Latin fides, meaning faith, and fiducia. Wikipeida link: Fiduciary

Q: Do I need an Advisor?

A: .Yes! and I need someone who knows HTML to help me figure out why I can get some links blue and others don't work. This is a somewhat flippant answer to an important question, my point is you can't be an expert on every subject (unless you are a member of Congress). You may know enough to get by with investing and your mistakes might not be too costly. We work everyday to improve our knowledge and skill to make sure your money is invested wisely and that the advice we give provides the answers you need. Disclaimer: The answer we give may not be the answer you want to hear. We study, discuss, and work on the financial issues day in and day out so that we can provide the best answer possible and fullfill our fiduciary duty to our clients.

Q: How do I get started?

A: Simple, you contact us by email, or phone. just click on the Contact Us button in the left hand column. You can also go to the home page and get a map to our location and stop by our offic.e We look forward to seeing you.

Q: What's your question?

A: just contact us with your questions and we will get in touch with you.

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