When you need help with financial decisions, how can you determine which financial advisor will best meet your needs? A wide range of people, including employees of banks, credit unions, insurance companies, and brokerage firms, promote themselves as "financial advisors". Some may have letters after their names, such as CFP, CLU, ChFC, CFS, AAMS, or may promote themselves as "retirement specialists" or "senior advisors"
Before you entrust your financial affairs to an advisor, you should be careful to "look behind the curtain" to understand their background, experience, professional credentials, compensation methods, and potential conflicts of interest. Your best choice for an advisor is one who expertise, business model, and compensation best matches your own needs and objectives.
Click on the link below to read an article issued by the Securities Exchange Commission and the North American Securities Administrators Association. The article is intended to help investors better understand the titles used by financial professionals.
Making Sense of Financial Advisor Titles
Please contact Great Circle Wealth Strategies if you have questions, or would like additional information about selecting a financial advisor.