Choosing a Financial Advisor
A financial planner is a professional advisor who can help you set financial goals and who can write and implement an objective and comprehensive plan to manage all aspects of your financial picture, including investing, retirement planning, estate planning, and protection planning.
When choosing a financial advisor, start by asking the following questions:
- What are your qualifications and professional credentials?
- How would you describe your financial planning philosophy?
- How will you help me assess my goals?
- How much will your services cost me?
- How do you keep yourself informed of new developments in financial planning?
Before deciding to work with an advisor, you can check out his or her credentials and licenses. FINRA BrokerCheck® or Securities and Exchange Commission (SEC) provides investors with valuable information on the professional background of current and former financial advisors. You can find information through their websites: www.finra.org/brokercheck; www.sec.gov
Call our team today to schedule a no cost, no obligation appointment with one of our licensed financial advisors to help build a financial plan tailored to you.