FAQs
- What advice would you give a customer looking to hire a provider in your area of work?
Finding a financial advisor is like finding a legal or medical professional: 1.you must investigate their experience, training, and credentials. Make sure there are no complaints against them (go to finra.org). 2. ask to speak to some current clients 3. chemistry: you must feel comfortable enough to have a good relationship. Meet in person. You deserve a financial advisor who "gets" you: always putting you first, supporting your goals, and caring for your family. Take your time. Financial planning is life planning.