One More Step to Meet Your Financial Advisor and
Receive Your Personalized Financial Plan.

What should I look for in a Financial Advisor?

Someone trained, credentialed and experienced in financial planning can help you design and execute a plan that best meets your needs and tolerance for risk.

QUALIFICATIONS – What degrees, certifications and designations has the advisor earned? For Example: A Certified Financial Planner? (CFP^?), Chartered Mutual Fund CounselorSM (CMFC^?) or Chartered Financial Analyst^? (CFA^?) has been trained and tested in helping plan your portfolio.

EXPERIENCE – How long has the advisor been working in the financial field? What firms has he or she been with? What kind of clients have they served?

PROCESS – Your Financial Advisor should outline a clear approach to designing the Financial Plan that fits you, including analysis of your goals, needs and risk tolerance.

SUPPORT ? Is your advisor going it alone or do they have research and analytics to support their advice?