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Working with an Independent Financial Advisor

Financial Services Institute / 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®