Choosing a Financial Professional


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Do you need help developing strategies to reach your financial goals? Would having a financial plan help you feel more secure? Do you wonder if you'll have enough money to retire? 

If you have been asking yourself questions like these, then you should consider using a financial professional. 

This page will help you:

  • feel comfortable asking a financial professional about their qualifications, expertise, and form of compensation;
  • understand the difference between a fiduciary advisor and a non-fiduciary advisor;
  • understand the broad range of types of financial professionals;
  • make an informed decision about choosing a financial professional.