— meaning they are legally and ethically obligated to put your interests ahead of all others — and must be registered at the federal or state level. You will never be matched with an adviser who has had a felony conviction or disclosure within the last ten years.The questionnaire takes less than 10 minutes to fill out. To begin, you'll answer questions about when you want to retire ...... and how you would like to manage your money in the future.
Many financial planners and advisers specialize in one area, such as wealth management or retirement planning, so specifying what you're looking for will help narrow down your prospects.If you're not looking for help with retirement or investing, you can detail what exactly you want help with.Next, you'll answer a few questions to further illustrate your financial situation.
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