There’s a lot to take in and understand when you start to look at where your investments are.  With all the loads, fees, internal expenses, there is so much to consider.

 

And that is just the beginning. There are also insurance products, annuities, life insurance and many other considerations to be made when planning for your financial future.

 

It is enough to overwhelm anyone – so how to do pick someone to help you navigate these troubled waters?

When it comes to the service you deserve, we believe there are several basic aspects of this business that you should expect to receive.

 

First of all, you should always expect that you are working with someone who can provide a fiduciary level of service.

 

Next, you should also expect disclosure – about what the adviser does, what you expect the firm to talk about, and how they keep that documented and available to you at all times.

 

Third, if there is proper disclosure and documentation, then you can expect transparency.

 

And finally you should expect a firm that keeps up with technology.

 

In this class, we will provide detailed information and tips on how to pick an adviser who is right for you.