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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.

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

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.

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.

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