RJL Financial Group would like to cordially invite you to attend one of our complimentary educational retirement workshops held regularly throughout the year.
Topics and strategies presented during our educational forums are especially helpful for those with 15 or less years until their retirement goal date or those already retired.
Fill out the form to register now!
Recognizing the difference between the fiduciary and suitability standards may also help you to appreciate the level of care you receive from a trusted financial advisor. Although the distinction between the fiduciary and suitability methods of offering advice is rarely discussed by "broker-led" large financial companies, we feel it is essential for investors to know the difference.
BROKER (The Suitability Standard):
ADVISOR (The Fiduciary Standard):
*The hypothetical chart shown above could be representative of any security or portfolio including Bonds, Stocks and other investments. It is intended as an illustration of a general concept and should not be considered a representation of actual performance, past or future.
We're working on scheduling some great new events!
Give us a call or check back soon for a complete list of upcoming events!
CALL 201-612-6626 FOR INFO
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