The first thing you need to do to start your financial planning goal is to look for a fiduciary. Fiduciaries are the ones responsible for taking care of the money or assets for someone else. These professionals are also not permitted to take “undisclosed commissions”. So in short, they act for their clients’ best interest.
Instead of a financial adviser, look for a fiduciary instead – and make sure it’s a reputable one. That’s why I trust Epic Wealth. They’re the experts in knowing where to put my money and make it grow optimally than place it in a bank and earn nothing.
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Kris Krohn
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🎧 MUSIC AND LICENSE
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Legendary – Welshly Arms https://www.youtube.com/watch?v=Z2CZn966cUg
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Video Produced by:
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EARNINGS DISCLOSURE
Kris Krohn is not in the business of providing personal, financial or investment advice and specifically disclaims any liability, loss or risk, which is incurred as a consequence, either directly or indirectly, by the use of any of the information contained in this document. Also, Kris Krohn, this document, and any online tools, if any, do NOT provide ANY legal, accounting, securities, investment, tax or other professional services advice and are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Kris Krohn does not endorse ANY specific investments, investment strategies, advisors, or financial service firms.
The above summary disclosure is provided as an overview, and is not intended to be comprehensive. Additional details are reflected below.
NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE
The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Kris Krohn is not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle. Mr. Krohn does not recommend the purchase of any particular security, insurance contract, alternative investment, real estate or other investment vehicle, and nothing in this video shall be deemed to constitute the solicitation, recommendation, endorsement or offer of any such item in this or in in any other jurisdiction in which such recommendation, solicitation or offer would be unlawful under the securities or insurance laws of such jurisdiction. He does not opine on the likely return of any investment vehicle, on the comparative advantages of one investment vehicle over another, nor on the tax treatment or legal protections afforded to any investment vehicle.
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