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Empowered Financial Management
Financial advisor · Based in Middleton
About
Empowered Financial Management describes itself as a fiduciary firm offering retirement planning across income, investment, tax, healthcare and long-term care, and legacy topics. Investment advisory is offered through Trek Financial, LLC, an SEC-registered investment adviser. The site also features educational events and a radio show.
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Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Read the rest of the guide
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.