Choosing the right financial advisor can be overwhelming, especially with so many options out there. Did you know there are three primary types of advisors?

1️⃣ Planning-focused advisors (fiduciaries who put your best interests first)
2️⃣ Investment-focused advisors (focused on growing portfolios)
3️⃣ Insurance-focused advisors (focused on selling policies)

(At Openhanded Wealth, we’re planning-focused.)

This means we start with you—your goals, your family, and your unique situation—not what’s incentivized by commissions or quotas.