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Founder and CEO,
Stuart Financial Group
Bryan S. Slovon is founder and CEO of Stuart Financial Group, a boutique financial services firm exclusively serving retirees and soon-to be retirees in the D.C. metro area. He is an Investment Adviser Representative and insurance professional focusing on retirement planning and wealth preservation to a select group of clients. Slovon has been helping families and retirees work toward reaching their retirement planning goals since 1990, building a reputation among clients and colleagues as a personally engaged problem solver.
Just because your financial adviser is a fiduciary doesn’t guarantee you’re getting all the help you need. Here’s what every investor should insist upon.
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Saving and investing is the easy part of the retirement equation. Preserving your assets through volatile markets while drawing an income off them takes a real plan.
Look at how your financial adviser (or potential financial adviser) handles these three functions to be sure you're getting the investment help you need.
Instead of trying to predict where interest rates are headed, you need to have a good investment plan and an open mind.