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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “fiduciary”

fiduciary financial advisor Chandler Arizona

Is Your Advisor a Part-Time Fiduciary?

Have you this year received an invitation in the mail for a fancy steak dinner with a “fiduciary financial advisor?” If yes you may want to review the fine print on that invitation! This episode of Nestology TV Mike discusses why the term fiduciary no longer carries the weight it used to and provides an example where your advisor may …

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fiduciaryfinancial advisortax planning and financial planning

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