Hear from founder and president, Tim Doehrmann.
Tim breaks down why money can feel confusing and stressful, even for those trying to do the right things. Financial decisions should be straightforward, but are often complicated.
Tim shares what to look for in a retirement specialist and how the right guidance can help you optimize your retirement savings and avoid costly mistakes.
Tim stresses the importance of separating a financial advisor's custodian from their own firm to prevent conflicts of interest and ensure investor protection.
Tim breaks down what a financial custodian is and its role in holding client assets. He discusses why his firm chose to partner with Altruist Financial as its primary custodian.
Tim discusses why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.
There can be confusion over how and where your assets are held when you have an investment account with a registered investment advisor (RIA) firm. Tim covers what a financial custodian is and does.
A financial plan is used to reduce your stress about money, support your current needs, and build a nest egg for retirement. Continue reading to get started.