Nate Leo

Understanding Fiduciary Responsibility, Best Interest Standards, and Financial Planning Relationships When people look for a financial advisor, they often assume the person they are speaking with is legally required to put the client’s interests first. That is not always the…

January Reset: Estate Essentials What Estate Planning Really Is (and What It Isn’t) Estate planning gets a reputation for being complicated, expensive, or something to think about “later.” But at its core, estate planning is simply the transfer of clarity:…