Category: Advisors

Three Ways to Identify Real Independent Financial Advisors

Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...

Should I Select a Financial Advisor or an Investment Advisor?

You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...

Is Your Financial Planner a Real Expert?

How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment...

Are All Certified Financial Planners ™ (CFPs®) Created Equal?

Absolutely not! The designation means the Certified Financial Planner™ completed some coursework and passed an examination. It does not mean the planner is an expert...

The Three Most Important Questions You Should Ask a Financial Advisor

You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...

Financial Advice versus Financial Recommendations

Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...

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