According to the 2021 Global Retirement Index (GRI) released by Natixis Investment Managers, 40% of the individuals surveyed globally say that “it will take a miracle” to retire securely. Furthermore, 62% say they need professional advice when it comes to their retirement plan. Unfortunately, due to the commission-driven culture in the financial industry, many Americans are still reluctant to turn to financial advisors for help. Markiewicz Financial Group, a licensed fiduciary and Series 65 Investment Advisor, shares how working with a skilled and reliable fiduciary can help solve some of these worries.
First, fiduciaries are bound by law to act in the clients’ best interests. Non-fiduciary advisors do not have such obligations. These advisors often resort to aggressive sales tactics and hidden arrangements that benefit them rather than the client. Fiduciaries understand that a deep level of trust is needed for a successful client-advisor relationship. By working with a fiduciary like Markiewicz Financial Group, clients can have financial peace of mind.
Second, fiduciaries are legally required to act in good faith to minimize conflicts of interest. Markiewicz Financial Group discloses all relevant information as accurately and thoroughly as possible to help clients understand their current financial health. This way, clients can make critical decisions that lead them to the pathway of financial success.
Last, fiduciaries are paid for their expertise or the advice they give, not for the products they sell. They guide their clients through major life events and help them fine-tune their strategy to match the current situation. Markiewicz Financial Group draws from expertise and experience to provide its clients with sound advice, professionally managed portfolios, and retirement plans designed to suit their specific needs. A fiduciary has a diverse lineup of investment portfolios that limit tactical risk and consistently grow assets over time.
Since its establishment, Markiewicz Financial Group has worked to keep its clients’ best interests at the forefront. The group works closely with families and individuals to help them create personalized investment portfolios and retirement plans that protect their clients’ legacy and retirement savings.
More information about Markiewicz Financial Group is found at https://www.markiewiczfinancialgroup.com/.
About Markiewicz Financial Group
Markiewicz Financial Group is a fiduciary, wealth management, and asset protection firm based in Westfield, Indiana. It specializes in providing actionable and comprehensive financial services that maximize client savings and protect their assets. Markiewicz Financial Group was founded by Mike Markiewicz, a licensed Life Insurance and Annuity Independent Agent and a Series 65 Investment Advisory Representative with a decade of experience in professional service.