You should always be informed

How can you make an informed decision?

Be sure your advisor, the financial services company and any other involved parties place everything in writing and that they provide you with all of the necessary information upfront. This includes full information on the recommended companies or investments and where applicable, complete contact information such as full legal name, address, phone number and website.  

Your strategy/plan needs to be presented in writing.  Complete, clear and truthful communications are important to all parties.  Anything said or promised orally must be put in writing.  If you are told a response or summary cannot be committed to in writing, that should be a huge red flag and a sign to walk away from that advisor or company.


Choosing A Financial Advisor

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Tips To Protect Yourself

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