David Martin - Investment & Tax Consultant, Eltero Financial Partners

If you want transparency, professionalism, and completely unbiased advice, the experts in this article recommend a fee-ONLY advisor. ⚖️

➡️No commissions, no biases, no surprises.

As a fee-only advisor, all of MY clients receive an engagement letter outlining all the services and outcomes I will provide based on their goals, as discussed during our free initial consultation.

The engagement letter will clearly state what my fee is for this service. No surprises. If the client doesn't see the value, there is no engagement. Simple as that. 💯

The only thing the article gets incorrect, is the recommendations I provide are not left up the client. I help all clients implement any action steps to achieve their goals.

Ready to take control of your financial future with transparent, unbiased advice? 💪 Send me a DM to schedule your free consultation and let's discuss how I can help you achieve your financial goals!

When working with a financial advisor, understand what fees you’re paying - MoneySense

Sometimes, the man you think you have bested by talk has outwitted you with silence.

Prenups. Marriage contracts. Cohabitation agreements.

They're no fun to talk about. But can be very important agreements to have in place.

For parents with wealth, consider discussing these agreements with your adult children who might be in serious relationships.

If your adult children suffer a matrimonial/common-law break up, half of your financial gift could potentially be walking out the door.

And if you feel uncomfortable with this family conversation, that's when a professional third-party, financial planner can be brought in to be the "bad guy".

Prenup panic: J.Lo and Ben Affleck's split highlights the cost of skipping legal prep Protecting your finances isn't exactly romantic, but it's necessary — especially if you're filthy rich.

Is your kid heading to High School this fall? University?

Here are some back-to-school financial planning tips for your student this September.

https://elterofinancial.com/financial-planning-for-back-to-school/

September is Right Around the Corner - Eltero Financial Well, that summer flew by! And that means school will soon be back in session.

💸 𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐩𝐚𝐲𝐢𝐧𝐠 $𝟑𝟓,𝟎𝟎𝟎 𝐢𝐧 𝐟𝐞𝐞𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐞𝐫 𝐄𝐕𝐄𝐑𝐘 𝐘𝐄𝐀𝐑!?!?! 💸

You just might be and not even know it... 📉

"Ask MoneySense:
I have been managing my accounts myself so far.
Our kids suggested to give it to a financial planner who has invested in mutual funds. They are going to charge at least $35,000 this year.
Is it advisable to withdraw from there and put in an ETF myself?
—Laasya"

Stop paying high fees!!

I help Canadians manage their own financial plans, including investments, so they can have $100,000's more in retirement and gift to their loved ones when they pass. 😎

DM me to find out how you can save thousands in fees. 🏖️

Building a better client experience. One client at a time.

What happens when you can’t manage your investments anymore? - MoneySense Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on your own and want to save on fees. What are your options?

In 2009, a chimpanzee beat 94% of investment experts with her stock picking.

Over the years, octopuses (octopi?), seals, and random darts have also beaten the investment pros on multiple occasions.

Financial knowledge does not play a great role in forecasting how the market will change.

It's usually a matter of more or less successful guessing.

So, why are you paying for investment advice?

Lusha the chimpanzee outperforms 94% of Russia bankers with her investment portfolio Circus monkey Lusha chose eight companies from a possible 30 to invest her one million roubles - around £21,000 - and made almost three times as much.