What Is A Third Party Financial Custodian?

What Is A Third Party Financial Custodian?

Have you ever heard of financial scams or folks like Bernie Madoff who bankrupt their Clients?

How can you completely avoid this kind of disaster?

Transparency Matters

Learn about “What Is A Third Party Financial Custodian?” who will “custody” your assets in a transparent manner.

You don’t want your financial advisor having custody of your money!!

Never Mail Your Advisor A Check

Don’t send the financial advisor the check!

Keep the accounts at independent custodians so you keep control, even if the financial advisor manages the accounts on your behalf.

Thank You

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

Watch the Video Below

You can watch the video below or click here to watch on my YouTube Channel.

Learn More

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (720) 710-0939 or kaleb@tentalentsfp.com.

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My Client are Eyeing Retirement Decisions

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website: www.tentalentsfp.com.