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.