Hiring A New Financial Advisor

Hiring a financial advisor can be an intimidating process. It can be difficult for those not familiar with the financial services industry to know the right questions to ask. You will want to establish trust and make sure the financial advisor you are considering is a good fit for you. In addition to the most critical question, are you a fiduciary? The resources on this page will help get you started as you determine which financial advisor is right for you. 

Article by Joe Clark, CFP, “Ask The Right Questions When Speaking With a Financial Professional”, article by Joe Clark, CFP

Consider This Program Snippet:

What To Consider When Hiring A New Financial Advisor

Checklist: Things to Consider Before Hiring a Financial Advisor

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

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