FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
A mutually designed “Action Plan” will be designed integrating your objectives and utilizing your entire advisory team which generally includes your accountant and attorney. Responsibilities are assigned and agreed upon along with commitments to the completion of various tasks. Either we, or another member of your advisory team, can take the lead to reduce the amount of time you spend to monitor the progress of your plan. The plan can be based upon a singular objective or a need for ongoing resources.