10 Things To Know About Hiring an RIA
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"Many people assume their best bet is to sign on with one of the big brokerage firms. But in my experience, often the brightest and most thoughtful advisers are at smaller financial planning shops. So don't be put off if an adviser works alone or with just one or two others."

Jonathan Clements
Wall Street Journal

PRESS AND NEWSLETTERS

Should Investors Act on Chattier Fed? - January 3, 2012
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Will Clearer Fed Embolden Investors? - December 5th, 2011
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Lost In The Crowd - Financial Advisor Magazine - October 2011
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ASK YOURSELF
• Is my financial advisor just trying to sell me a product?
Why does he only recommend one type of investment (i.e. mutual funds, annuities)?
• How do I know if my advisor is looking out for my best interests?
• How did my financial advisor react during the credit crisis and market downturn?
Did he come up with new, well thought out ideas on how to navigate through the difficult markets?
• Am I paying for financial services I do not need?
• What does the Roth conversion opportunity mean for me?

Member: NAPFA | Garrett Planning Network | Financial Planning Association (FPA)