| Your defense against high cost 401(k) plans |
| FISK FINANCIAL SERVICES |
If you are overwhelmed with 401(k) sales representatives, terminology and choices,
and simply want to find the best plan at a good value, consider this:
and simply want to find the best plan at a good value, consider this:
FISK FINANCIAL SERVICES is a Registered Investment Advisor in the state of
California. We are passionate about low-cost retirement plans and participant
advice. We will help you select the best plan, make the transition, and advise
you and your participants every step of the way.
California. We are passionate about low-cost retirement plans and participant
advice. We will help you select the best plan, make the transition, and advise
you and your participants every step of the way.
Fiduciary, n. A duty to act for someone else’s benefit, while subordinating
one’s personal interests to that of the other person. The highest standard
of duty implied by law. - Black’s Law Dictionary
one’s personal interests to that of the other person. The highest standard
of duty implied by law. - Black’s Law Dictionary
| Fisk Financial Services is a Registered Investment Advisor in the state of California |
F
| "A low-cost approach will help beat the vast majority of all managed money...." - Warren Buffett |
- Investment advisors as fiduciaries have an obligation to put their clients' interests first
- Brokers are paid for selling a product and have no fiduciary responsibility
- Investment advisors may be able to reduce your potential liability
 |  |  |  |  |