Financial Pitfalls: Now You Know the Rest of the Story...
Warning:
Before you work with a financial advisor, look for the following criteria:
- Experience
- Professional designations
- Your best interests first
- No hidden sales agenda
- Action plan
- Follow up
Check out our Resources that meet those criteria.
Use the real key & see the Big Picture of your financial future.
Pet Peeves
Your best defense against unscrupulous advisors is to help us uncover deceptive practices.
Join our soapbox and spread the word:
Peeve 1 - “Be Your Own Banker”
One popular ploy used by those life insurance agents who have their commissionable income at the forefront, not your best interests, sounds good...
Peeve 2 - “My Financial Planning Services Are Free”
NASD Registered Investment Representatives often offer free financial planning services and seminars. In this arrangement there is no charge for analysis, advice or preparation of a financial plan.....
College Planning Pet Peeves
There are several tactics used by advisors to take your hard-earned dollars in schemes that sound good, but lead to unnecessary sales or outright scams that take your money directly...