|
Yes |
Yes |
No |
Don't know |
Provide Coordinated Financial Planning and Solutions?
|
Yes |
Yes |
No |
|
Licensed to Give Tax Advice?
|
Yes |
Yes |
No |
|
Provide Tax Planning and Preparation?
|
Yes |
Yes |
No |
|
Have a full-time Enrolled Agent (EA), Accredited Tax Preparer (ATP) on Staff?
|
Yes |
Yes |
No |
|
Provide a full range of Estate Planning solutions?
|
Yes |
Yes |
No |
|
Supported by a Team of Outside Professionals
(attorneys, property and casualty, insurance, mortgage broker, etc)?
|
Yes |
Yes |
No |
|
Review your tax return in depth at least annually to reduce your taxes? |
Yes |
Yes |
No |
|
Firm Requires All Representatives to become Certified
Financial Planners (CFP®)?
|
Yes |
Yes |
No |
|
Specialize in Retirement Distributions?
|
Yes |
Yes |
No |
|
Have complete independence from influence by a Broker/Dealer?
(Eliminates conflicts of interest)
|
Yes |
Yes |
No |
|
Have over 30 Years of Financial Experience?
|
Yes |
Yes |
No |
|
Have Specialized Designations/Training: Certified Financial Planner (CFP®),
Asset Allocation Management Specialist (AAMS®), Certified Divorce Financial Analyst (CDFA™)
|
Yes |
Yes |
No |
|
Firm and All Representatives have a spotless legal and regulatory record?
|
Yes |
Yes |
No |
|
Know you by (first) name?
|
Yes |
Yes |
No |
|
Is a fiduciary and puts your best interest first - as required by law? |
Yes |
Yes |
No |
|
Call You - Just To Say Hi?
|
Yes |
Yes |
No |
|
Give You Personalized Gold Medal Service?
|
Yes |
Yes |
No |
|
|
|
|
|
|
|
|
|
|
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