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January 8, 2018

Finding Work-Life Balance as an Entrepreneur

Email

mike@LegacyPlanningGroup.net

Phone

P: (757) 656-1012
C: (757) 717-5700

Address

870 Greenbrier Circle, Tower II, Suite #405
Chesapeake, VA 23320

Michal Fraser is an investment advisor representative of, and advisory services are offered through USA Financial Securities Corp. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Michal Fraser is authorized to transact investment advisory services only in states where he is properly registered; these states include: CA; NC: TN: NJ; VA. Additionally, clients who are not residents of these states cannot be serviced. For military personnel: state of residence may differ from the posted state of residence on a civilian-issued driver’s license. This website is not intended to provide investment, legal, or tax advice, nor to affect securities transactions or to render personal advice for compensation.

Legacy Planning Group, LLC is not affiliated with USA Financial Securities Corp.

The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.

Why is the fiduciary standard of care an issue of concern?

Consumers are harmed by the absence of a uniform fiduciary standard that applies to all financial professionals who provide personalized investment advice, from paying excessive fees and commissions to receiving substandard performance. Consumers are exposed to even greater and unnecessary risks from products that may be deemed suitable for them but are inferior to other available options and not necessarily in their best interests.

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