You Can Get Ahead of the Power Curve Today

The United States Department of Labor and the financial services industry have been hashing out the question of whose interest should be first for several years now. Who is ahead of the power curve — is it the end user of retirement plans, the plan participants? Or is it the brokers and their masters at the big financial services companies?

We know whom we serve

Our perspective is it’s not even a question. At Arkenstone Financial, it is the individual investor whom we serve. As a 3(38) fiduciary we are required, and have always, put the best interest of our clients first.

Click on this link to read today’s story about the ongoing struggle between advocates seeking to protect the best interest of small investors, and Big Financial trying to protect a way of business. Then make your own decision. But be aware there are already — today — fiduciary advisors available who will commit, and take actions to put your interests first.

photo by Frits Ahlefeldt-Laurvig

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Shayne Momber, AIF®

Shayne graduated from Grand Valley State University (Allendale, MI) with a B.S. in Mathematics. He currently holds a series 65 securities license and received his Accredited Investment Fiduciary® (AIF®) certification in the spring of 2016. (Read full bio here.)

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Why You Should Care Who Manages Your 401(k): Part One Why You Should Care Who Manages Your 401(k): Part Two Why You Should Care Who Manages Your 401(k): Part Three