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®
