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THE IMPORTANCE OF WORKING WITH A FIDUCIARY

October 2, 2017
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by Ronald Stevenson and Barbara Clark Stevenson
You may have heard about the U.S. Department of Labor’s long-anticipated fiduciary rule that passed in the spring. The new regulations that accompany the rule are expected to not only significantly alter how people plan for retirement, but also protect individuals from biased retirement advice.
But what exactly is a fiduciary?
A fiduciary is an individual or firm that is committed to putting their client’s interests first. Advisors will be required by law to adhere to this standard and offer complete transparency, even when it comes to clear and upfront fees.
Before this ruling, recommendations made by advisors only had to be “suitable,” meaning that advisors could sell products riddled with high fees in order to earn a higher commission, even if a lower-priced option was equally as applicable.
Although the new DOL rule is a step toward protecting the average investor, there will still be Wall Street brokerage firms that can sell proprietary products, which means the potential for bias remains. Working with a fiduciary is as important as it has ever been.
At American Financial Investments, LLC, we are dedicated to providing you with personalized financial solutions, and making sure that your needs and goals are placed first. Ruling or not, we have always been devoted to serving our clients with the best advice we can offer.
We strive to provide you with the solutions that we believe align with your unique goals, and work with you to make sure your financial planning is on the right track. When you do business with our team, you will know exactly what you are paying for or investing in because of our total transparency and disclosure regarding our compensation and investment methods.
In the current economic landscape, it is more important than ever that you choose to work with a financial professional who puts your best interests first.
About the Authors: Ronald F. Stevenson, Investment Advisor Representative, & Barbara Clark Stevenson own American Financial Investments, LLC, A Registered Investment Advisory Firm. They specialize in professional investment and portfolio management, retirement income planning, social security maximization, tax free income design, annuities, personal & corporate tax preparation and planning. For more information, call 928-771-8368, 3112 Clearwater Dr., Suite B, Prescott, AZ 86305 or visit our website: American.Financial 
Investment advisory services offered through American Financial Investments, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and Tax services are offered through American Financial Security, LLC. American Financial Investments, LLC and American Financial Security, LLC are affiliated companies.

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Prescott Living Magazine

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Prescott Living Magazine
One Stage Family Theatre has two performances of "Seussical Jr. - The Musical" on Saturday, August 13 at the Elks Theatre and Performing Arts Center. Come out and support local live theatre!Tickets: ci.ovationtix.com/36609/production/1131456Follow Prescott NOW! for more local events.This moment. Witnessing moments like these backstage will never get old. The family within our cast we have created is so beautiful. Helping out a friend backstage holding her tail for her so it’s not stepped on is so awesome. (They did this by themselves) you have two more chances tomorrow to bare witness to the amazing cast of SEUSSICAL THE MUSICAL JR. August 13th @ 1pm and 7pm ticket link is in bio/below: ci.ovationtix.com/36609/production/1131456#onestagefamilytheatre #localtheatre #arts #supportthearts #musicaltheatre #onestage #familytheatre #Seussicalthemusical #seussicaljr #childrenstheatre #youngperformers ... See MoreSee Less

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Prescott Living Magazine

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The Yavapai College Performing Arts Center is opening the 2022-23 cabaret series with a concert by Raul Midón on August 26 & 27. Here is today's announcement from YC.- - -Raul Midón Launches YCPAC Cabaret SeriesGrammy-nominated guitarist is the first of four intimate shows, August 26-27Prescott, Arizona (8/12/2022) – While many theaters open with splash and fury, Yavapai College Performing Arts Center’s star-studded ’22-23 season commences with an intimate encounter, an unforgettable artist, and a format that has become a local favorite. Be there when YCPAC brings its audience in close and cranks up the star power August 26 & 27, when Grammy-nominated jazz guitarist Raul Midón launches the eighth season of its critically acclaimed Cabaret Series. “I began the Cabaret Series seven years ago and it has been my most favorite concert experience on our stage.” Dr. Craig Ralston, YC Performing Arts Director of Programming & Development, said. “We bring our audiences close to the artists in an intimate atmosphere that allows for a truly unique experience.”While some performers raise the roof, others – like Raul Midón – are best appreciated from a closer distance. A two-time Grammy nominee for Best Jazz Vocal Album (Bad Ass & Blind and If You Really Want), Midón was praised by the New York Times as “a one-man band who turns a guitar into an orchestra and his voice into a chorus.” His flowing style and way with a lyric shine best in an intimate setting – and the Cabaret Series provides just that.By turning its 1,100-seat auditorium into a 120-seat Bistro, YCPAC invites Cabaret audiences to join the artist up onstage. Watching comfortably from tables with coffee, drinks or hors d’oeuvres, audiences can catch every chord and nuance of a truly remarkable performer. “Raul is a favorite of mine – an exceptional musician with an amazing life story.” Ralston said. “We oversold his show five years ago when he was last here. So, this year we are offering two performances.”Raul Midón is only one of four acts to enjoy the intimate setting and stellar acoustics of YCPAC’s Cabaret Series this season. On October 21, Cabaret audiences will gather again onstage to enjoy The Brian Chartrand Quartet. Favorites of the Phoenix club scene and the PAC’s own Concerts on the Green series, Brian Chartrand deftly blends soulful original songs with an extensive rock/folk set list that has captivated crowds everywhere from the Crescent Ballroom to Carnegie Hall.The Cabaret Series returns in 2023 with straight-ahead jazz saxophone from one of Harlem’s absolute best. Bill Saxton & the Harlem All-Stars unites the renowned sideman and Nick’s Jazz Club veteran with a select team of club circuit virtuosos on February 24, for an evening full of crackle and bounce that its audience won’t soon forget.YCPAC closes its Cabaret season May 5, with a heartfelt journey through Latin music with a soprano voice we’ve come to love. Sofrito & the Blues brings cherished Messiah soloist Carmen Cancél back to Prescott … this time as part of a Latin Quartet. Cancél joins guitarist Juancho Herrera, César Orozco on piano, and drummer Jainardo Batista – for a captivating odyssey through of Latin, jazz, and blues standards and beyond.Tickets for Raul Midón are $55 general admission, which includes seating at a table onstage, appetizers, desserts, coffee or tea and a cash bar. YCPAC’s Cabaret Season special – a 15% savings for patrons who purchase the entire four-show season – continues through August 27.The Yavapai College Performing Arts Center is located at 1100 E. Sheldon Street, in Prescott. The YCPAC Ticket Office is open Tuesdays and Wednesdays, from 9 a.m. – 6 p.m.; and Thursdays and Fridays, from 9 a.m. - 4 p.m. For reservations or more information, please call: (928) 776.2000 or visit us online at: www.ycpac.com. ... See MoreSee Less

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