• What kind of advisor do you want?
• How are they compensated?
• What services to they provide?
• What types of clients to they work with?
• Are they a fiduciary .... ALL THE TIME?
• Disciplinary record with the SEC or FINRA?
• How will they help you reach your financial goals?
• What happens to your relationship with the firm is something happens to your advisor?

Where can you find an advisor?

NAPFA

XYPN

Garrett

LET'S CONNECT!

James

• Facebook
• LinkedIn
• Website

Scott

• Facebook
• Twitter
• Website

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