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Why Hire a Fiduciary Financial Advisor?

 

A fiduciary financial advisor is required, legally and ethically, to provide advice in your best interest.  This seems obvious, yet the vast majority of “financial advisors” are not held to this standard.  As an SEC Registered Investment Advisor, we are.  Shoreline Financial Advisors has been providing trusted and unbiased advice in financial planning and investment management since 1996.

 

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Why Create a Plan?

 

Your financial life can become complex.  A financial plan, with the guidance of a fiduciary, can distill these complexities into a road map.  This road map can help you to move forward.

 

Let’s be honest, most of us spend more time planning our vacations than we do planning our future. Even more, we know that it is easy to put it off until tomorrow.  The best time to start is today.

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Why is Independence Important?

 

Most of the giant brokerage firms restrict their “financial advisors” to an approved list of investments. Consequently, these lists do not include lower cost investment vehicles, such as Vanguard or DFA funds.

In contrast, an independent financial advisor will recommend the best solution for you. Further, there are no proprietary products, no hidden fees, no sales quotas.

 

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Word of the Week: Collateralized Debt Obligation (CDO)

 

A collateralized debt obligation (CDO) is a structured financial product that pools together cash flow-generating assets and repackages this asset pool into discrete tranches that can be sold to investors. A collateralized debt obligation is named for the pooled assets — such as mortgages, bonds and loans — that are essentially debt obligations that serve as collateral for the CDO.

 

Definition from investopedia.com

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