While majoring in Economics, I learned just about everything I did not want to do including selling securities (such as stocks) to make a living. Often I saw many financial advisors, who are paid on commission not hold a fiduciary role, (to act in the best interest of their client). Often, the financial advisors I saw looked out for their best interest first and not fully in the interest of the client who trusted their advisor with their hard-earned money. This is why Tailored WealthSaver does not trade or transact investment fund options such as securities, options, commodities, futures, and/or retirement plans. We focus on financial literacy and self-education.
Throughout the past 10 years, I’ve had the pleasure to teach financial literacy, (without having to trade/transact investment funds to earn a living) budget planning and net worth goal setting with the world’s largest credit union and most recently as a contractor through the Department of Defense. I am proud to share with you, Tailored WealthSaver, LLC.
Click Here to catch Adrienne’s interview with Association for Financial Counseling & Planning Education®