Independent Comprehensive Fiduciary
Your Retirement Lifestyle, Your Retirement Assets, Your Retirement Timing, Your Retirement Health… Nothing is more important than choosing Your Retirement Advisor Team!
Retirement Consultants. A true advisor team involves consulting not selling. Many retirement decisions don’t involve products or services… just fact and reasoning based timing decisions.
Independent Advisors. With so many strategies and solutions in the financial world you deserve an advisor with access to those solutions that are right for you. If you work with an “Investment Firm” or an “Insurance Firm” you will be limited to only the solutions they offer. An Independent advisor is neither an investment or insurance firm, yet they have access to both types of solutions.
Comprehensive Planners. The best decisions are made when considering all the aspects of your retirement; social security and pension options, tax environment, charitable desires, legacy wishes, health care needs, estate plans, etc…
Fiduciary. With a legal responsibility to act in your “best interest” a fiduciary is an essential characteristic of the advisor that is coordinating your retirement team.
DEVIN PETERSON, RICP®
President, Brighter Wealth
“A retirement full of GIVING is more fulfilling than a retirement focused on GETTING!”
Devin Peterson, RICP®
President, Brighter Wealth Management