The Department of Labor’s Fiduciary Rule is all but dead! A federal appeals court tossed it out. How does this affect you? If your financial advisor is a registered representative (works at a bank?) — I would encourage you to seek a second opinion.
Consider scheduling a complimentary review – the meeting is no charge.
BONUS 1: In the process of the review we will adjust your beneficiaries to match how you think they are setup.
BONUS 2: Download your free survivor’s checklist at (no strings attached) http://OnestaWealth.com/survivorchecklist
Consider finding out more today by calling Rock Loek at 408-459-8383.
HINT: if you have a variable annuity it is likely that you are NOT working with a fiduciary. http://OnestaWealth.com/ fiduciarystandard
Onesta Wealth Management is a fee only Registered Investment Advisor regulated by the SEC and located in California.