Need A Financial Advisor

1.
Do I really need a financial advisor?
2.
What kind of financial advisor do I need?Some financial advisors only advise on investments, or taxes, while others also offer broad advice on financial planning concerns. Make sure the advisor offers the services that you need.
3.
Should I work remotely with a financial advisor?You don’t need to be limited by your location. Learn what to expect here.
4.
What are my rights as an investor?
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Have other investors filed complaints against advisors I am considering?Check out your advisor’s credentials and securities registrations. Follow this process to check out a potential advisor.
6.
How can I find an advisor who uses Best Practices for Fiduciaries?The Institute for the Fiduciary Standard offers a list of financial advisors who affirm (publicly and in regulatory filings) their compliance with The Institute’s Best Practices for Fiduciary Advisors.  You can find the Best Practices Advisors Registry here.
John Oliver: Retirement Plans