What should I know about choosing a financial planner or advisor?
Anyone can say that he or she is a financial planner or advisor.
That's why it's essential to be sure of the qualifications and credentials of any "planner" or "advisor" before you sign anything or entrust them with your financial matters. I am a fiduciary and a CERTIFIED FINANCIAL PLANNERTM professional. As a fiduciary, I am legally obligated to put your best interests first. I have completed extensive training, a rigorous exam, and am committed to maintaining my qualifications. I am an independently registered investment advisor. Please review my Advisor Disclosure ,Privacy Policy and Ethics Policy .
Annuity ABC's While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation. Free. Information and RSVP at StraightTalkSarasota.com or 927-9590. Tuesday, May 22, 5:30 - 6:30 p.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |