Ten Frequent Retirement Mistakes You Should Avoid

When your retirement finally arrives, you can take a deep breath and exhale. You made it! But that doesn't mean…


How To Save For Your Retirement At Every Age

When should you start saving for retirement? There's no time like the present, whether you're fresh out of school or…


Should You Roll Over Or Play Dead? 7 Factors

If you're changing jobs and you have accumulated assets in a 401(k) or another tax-favored company plan, there are several…


Dispel These 7 Popular Myths About Retirement

Retirement is changing. People are living longer, and many stay healthy and vital into their 80s and 90s. Working, at…


Where's Your Retirement Income Gonna Come From?

One day you'll wake up and the financial planning objective that seemed so far in the future-your retirement-will be right…


Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.



The search for the right financial advisor can be challenging.

There are vast differences among the choices that the market presents. A prospective client will get different pitches or presentations and different services and/or products from a wirehouse broker, an independent broker, an insurance agent, or a registered investment advisor.

Knowing the difference between a broker and a Registered Investment Advisor (RIA) is extremely important.

What is the difference?

When interviewing a potential advisor consider the answer to several important questions.

What is a fiduciary?

What is a CFP?

What motivates the advice of my advisor?

What rights do I have as a client?

Specifically, to help in determining what type of advisor you are interviewing or currently working with, consider having them complete this list of five questions that an advisor should be able to answer affirmatively.

"YES"- Five Questions To Ask a Financial Advisor

Please feel welcome to explore the information contained on our website. If you should have any questions or want more information about the services we provide, feel free to contact us.

Submit to FacebookSubmit to Google BookmarksSubmit to TwitterSubmit to LinkedIn

Market Snapshot

more market data


Who We Are

Schwallier Wealth Management LLC is a comprehensive financial services firm.

Read More >


What is a Fiduciary?

The Board of Directors, Representatives, and Financial Advisors comprising NAPFA have developed the following definition of Fiduciary:

Read More >


What is a CFP®?

CERTIFIED FINANCIAL PLANNER™ professionals are individuals who have met CFP® Board’s education, examination and experience requirements

Read More >


Financial Planning Process

The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities.

Read More >


Newsletter Sign Up

Tell A Friend

Tell A Friend about the information you found on our website!