Is a Fiduciary vs. Acts as a Fiduciary vs. Has a Fiduciary Duty
Critical distinction between advisors who ARE fiduciaries (RIAs) vs those who only ACT as fiduciaries in certain contexts. Why it matters for Scottsdale retirees.
Secured Financial Solutions LLC — Fiduciary Financial Advisor in Scottsdale, AZ since 1994.
Anil Vazirani, LUTCF — Investment Adviser Representative through Virtue Capital Management, LLC.
14301 N 87th St, Suite 213, Scottsdale, AZ 85260
Phone: 480-248-8980 | Toll-Free: 800-957-5604
Email: info@dreamretire.com
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Legal Disclosure
All content on this website is for informational purposes only. It is not intended to provide tax or legal advice, nor to serve as the basis for any financial decisions. Nothing herein is intended to be a projection of current or future performance or an indication of future results. Opinions expressed are solely those of Secured Financial Solutions LLC and its principals.
Advisory services are offered through Virtue Capital Management, LLC (VCM), a Registered Investment Adviser. Anil Vazirani is an Investment Adviser Representative of VCM. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Secured Financial Solutions LLC, which is independent of VCM. Advisory services are available to residents of Arizona and 46 additional states where VCM is registered or exempt from registration.