Financial Advisor Checklist - A new Resource


Well now, what have we here?  A 16 point checklist for your financial advisor!  We have gone through and found 16 important points which can be used to perform due diligence on any financial advisor or investment manager.  The main points revolve around compensation, background, service, and investments.  These are not intended to be hard and fast rules only a guide with things to consider when evaluating a new or current financial planner.  This will reside on the main page and in our resources section of our website for all eternity (exact length of time may vary).