Financial Advisors have varied experiences, education, and specializations.  Finding the right financial planning firm and/or financial advisor takes the right research.  It takes trust in the source.

We have selected only the top financial planning professionals in the U.S. with which to work.  The Financial Advisors in our directory are all independent, Registered Investment Advisors (RIAs) managed by FINRA and the SEC (United States Securities and Exchange Commission).

Our financial advisors take fiduciary oaths and pledge to uphold the highest standard of ethics.  Many of the financial planners within our directory explain how their financial planning process works within their profiles.  After reviewing their profile pages, you can request a fee schedule, more detailed information and/or a meeting.

Many of our advisors are members of the National Association of Personal Financial Advisors (NAPFA: the nation’s leading organization promoting Fee-Only comprehensive financial planning) and the Financial Planning Association (FPA).

Using the services of a qualified financial advisor (to help you identify the strengths and weaknesses in your financial picture) will ensure you can retire comfortably!

NOTE: Experts recommend contacting 2-3 financial advisory firms, so that one may compare/contrast each firm, thus making the best-qualified choice.

Tags: comprehensive financial plan, financial advisor, financial advisors, financial planning, retirement planning

This entry was posted on Tuesday, September 1st, 2009 at 5:55 pm and is filed under FAQ. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.