by the company that employs them. Other fi nancial professionals claim to provide you independent perspective when you fi rst start working with them. Over time, however, they strive to convert you to a cli- ent who purchases only fi nancial products specifi cally designed and sold by their fi rm.
If you value unbiased fi nancial advice
from fi duciary professionals who have ac- cess to an array of resources to serve you, an independent RIA may be right for you.
Before working with any profes-
sional on your fi nances, be sure to do your homework. Consider taking the following steps before starting any relationship with a fi nancial professional or fi rm:
• Check out the CFP website https://
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• Review fi nancial services regulatory agency websites to learn more about the experiences of a specifi c profes- sional or fi rm
• BrokerCheck (Financial Industry Regulatory Agency FINRA)
•
Investor.gov (Securities and Exchange Commission SEC database)
• Ask questions to clarify the terms of the relationship, including fees
• Request client references Not every individual who holds
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