Please ask yourself these questions…
- Am I getting my financial planning and investment management advice from a CERTIFIED FINANCIAL PLANNER™(CFP®) professional with a Master's Degree in Finance (MBA)?
- Have I reviewed the backgrounds of my advisors with BrokerCheck?
- Do my advisors focus their practices on providing an outstanding level of service to under 100 clients?
- Do my advisors meet or speak with me at least once every 3 months?
- Have my advisors compared the performance of my investments and accounts to other investments and accounts in the industry?
- Have my advisors reviewed all of the fees and expenses in all of my investments and accounts?
- Are my advisors free from pressure or incentives to sell their companies’ products or services?
- Is THEIR financial success tied directly to MY financial success?
If you answered “No” or do not know the answer to one or more of these questions, please contact us.