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Checklist

    Check your advisor’s background on BrokerCheck at FINRA
    Have they had their license for at least five years?
    Has the advisor been at the same firm for at least five years?
    Are they board certified? Check at www.cfp.net
    Are independent or do they sell products that their company manufactures?
    Is their compensation and the fees they charge transparent?
    Do they work with other financial professionals like mortgage broker, CPA or attorney?
    How will they coordinate your company benefits to make sure you are maximizing financial situation.
    Look at their client dashboard. Are they able to see all your finances at once?

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