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Deanne Katsaros Mortgage Mom Greentree Mortgage Co LP Phone: (609) 605-7153 CO NMLS ID # 16128 NMLS : ID #143589 deanne@mortgagemom.net www.mortgagemom.net |
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May 2019
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Finding a Trustworthy Financial Adviser for Your Retirement Researching their background is the easiest way to decide if your financial adviser is credible. First, you should only hire an adviser that is licensed by the Financial Industry Regulatory Authority (FINRA). They can have either a series 65 or 66 license, but they absolutely must possess one of these credentials. Another way to decide if a financial adviser is the right fit for you is to check and see if they have received any awards or other professional honors related to their career. If a financial adviser has received awards, it's an indicator that they're a leader in their industry, which means you can trust them with your finances. Just make sure that the award is legitimate. Some unscrupulous advisers will try to give the impression that a paid advertisement is an actual industry award. Check to see if the award was given by a legitimate organization before handing over any of your money. Lastly, you should try to find an adviser who is a thought leader in their industry. Basically, this means that their peers respect and follow their advice on financial matters. An adviser who has gained enough respect to be considered a thought leader is one who will know how to improve your financial health so that you can enjoy a stable future. Everyone deserves a credible financial adviser so that they can enjoy a comfortable retirement. Follow these tips and you should have no problem finding an adviser that you can trust with your financial future. Source: Kiplinger | ||||||||||||||||||||||||||||||
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