FREQUENTLY ASKED QUESTIONS

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Whose advice can you trust?
Choosing an advisor for your financial future.
Your financial future is too important to leave to chance and having a secure financial future brings peace of mind. Financial information has never been more available to consumers. But if you're like most people, you just don't have the time or the inclination to wade through mountains of information on your own to plan your financial future. You need a professional financial advisor.

Find an advisor
Finding that advisor is not always simple. You want someone you can trust with private and confidential information about your finances, your goals and your long-term plans. Ideally, you should build a relationship with your advisor.
Trust is the most important quality people look for when choosing an advisor. First and foremost, find a qualified professional who understands your personal and financial situation and who you will feel comfortable working with.

Protect yourself by doing some homework before you approach a financial advisor. Ask friends or relatives for recommendations. Think about your own goals and obligations and visit two or three advisors to see whether you feel comfortable working with them. Ask them hard questions and don't allow yourself to be hurried. Financial planning is a detailed and complicated process. Most advisors will spend approximately 90 minutes with a potential client during the initial interview.

Seek out a Professional
Seek out a qualified financial advisor. They must complete a prescribed number of hours of continuing education in order to keep their knowledge up to date. Investing the time to find a qualified financial advisor that you are comfortable with, and who understands and shares your financial goals and objectives, will help you achieve them. You'll feel secure knowing that your finances are in order and that you have built a relationship with a financial advisor you trust.

"The key is not to prioritize what's on your schedule, but to schedule your priorities."