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Choosing a financial advisor is an important and sometimes difficult decision. You want someone you can comfortably work with; someone you connect with and trust. The Certified Financial Planner Board of Standards outlines a number of key areas to assess potential advisors including:

Your advisor should have the qualifications and experience to meet your planning needs. They should be familiar with the challenges you face and have assisted others with similar situations.
Your advisor should have a duty to you and your family to provide unbiased advice that is in your best interests.
Your advisor should assist you in coordinating a comprehensive financial plan which addresses all areas of financial planning, not just investment management.
Your advisor should be committed to you and your family for the long-term.
Your advisor should be committed to educating you and helping you understand your situation as well as the options available to you.
Your advisor should be open to discussing how they are compensated and how much they earn for assisting you.
Your advisor should tell you about any unlawful or unethical actions and disciplinary actions in their career and with which agencies you can verify these records.

At Sard Wealth Management, we help you manage the interaction among all areas of your financial life to provide a holistic plan. We are fully licensed and experienced to assist you in the areas of Investment Planning, Retirement Income Planning, Insurance Planning, and Tax & Estate Planning. As securities representatives we do not give tax or legal advice. These matters should be discussed with your legal and tax advisors.

You can get more information on all of our offered services here: Read More

Your advisor should have the qualifications and experience to meet your planning needs. They should be familiar with the challenges you face and have assisted others with similar situations.
Your advisor should have a duty to you and your family to provide unbiased advice that is in your best interests.
Your advisor should assist you in coordinating a comprehensive financial plan which addresses all areas of financial planning, not just investment management.
Your advisor should be committed to you and your family for the long-term.
Your advisor should be committed to educating you and helping you understand your situation as well as the options available to you.
Your advisor should be open to discussing how they are compensated and how much they earn for assisting you.
Your advisor should tell you about any unlawful or unethical actions and disciplinary actions in their career and with which agencies you can verify these records.