We are now enrolling individual advisors in our major medical insurance plans, with savings up to 50% versus the open market, including HSA-eligible plans. Available in ALL 50 STATES. Visit AdvisorHealthPlan.org for INSTANT rates.

Working with an Independent Financial Advisor

Whether you are saving for a retirement, a house, travel or your children’s education, it is important to have a plan and to utilize the appropriate financial products and resources. Working with an independent financial advisor can help you get on the right track to achieving your financial goals. Choosing a financial advisor and beginning to save and invest is a significant, but important, task. Below are some resources to help you get started.


Getting Started: Why Work with an Independent Advisor

Getting Started: Questions to Ask an Advisor 

Independent Financial Services Model 

The Different “Hats” of Financial Advisors

As seen on The Balancing Act®