Choosing an Advisor to manage your wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life, as well as centuries for your heirs, beneficiaries and charities.

Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your specific individual goals and needs. Before you make a decision of which firm to use, watch this video, and learn about the crucial differences between Fiduciaries and Brokers.

A Fiduciary is someone who has a legal obligation to act on another’s best interest. A Broker is someone who facilitates a financial transaction between two parties, often receiving a one time commission for their services.

Have Questions?

Price Financial Group Wealth Management Inc. is a registered investment adviser in the states of Oregon and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Charles O. Price is Licensed for Insurance in Washington, Oregon, Alaska, Arizona & Virginia.

Chuck Price is not a doctor; he does not hold any sort of doctorate degree and the use of this phrase is not meant to imply special expertise or training or a designation. "Ask The Financial Doctor®" is used to encourage Investors to get a Financial Checkup just like we should all get Physical Checkups from our Medical Doctor every year.