Guide to Selecting a Financial Advisor

The Guide to Selecting a Financial Advisor by Jon Ulin, CFP®, CEO will outline our top 13 Questions and considerations to help you better screen, interview, and select a competent, ethical financial advisor.

It will take some work on your part to understand the financial jargon and to sift-through this handy check-list -but partnering with the right financial advisor can help reduce your financial stress while providing greater confidence and security with your financial decisions.

You can ask the following questions at your first meeting or send them in advance, so the advisor is ready to address them when you meet.

Thank you for visiting us today through our Face Book or Linked In business page.  If you requested a complementary consultation with Jon Ulin, CFP®, CEO, we will promptly be in touch.

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Guide to Selecting a Financial Advisor


Get Started

Whether you are a “do-it-yourself” investor or seeking a second opinion, confidence in your financial future starts with a no-obligation retirement & portfolio consultation.

Our advisors have been servicing clients in South Florida and beyond for two decades while partnering with Charles Schwab, Fidelity and Pershing for asset custody and management. Call (561) 210-7887 or fill out the request form below to schedule a no-obligation consultation with Jon Ulin, CFP®, CEO. Learn how we can help you Plan Your Best Life®.

Your financial check-up will include:

→Portfolio Risk Analysis
→Retirement Income Review
→Discussion of roadblocks that could prevent you from maintaining the retirement you earned.
→Opportunity to evaluate the value of our services and make an informed decision about hiring our firm.





Meeting Request