Who can you trust?
If you have doubts about any of your financial advisors, please call for referrals. We have found some really good people to work with. Be sure you understand exactly what you own and how the products work. Compare expected to actual results on at least an annual basis. All financial products have associated costs, as they should. The financial institutions need to make a profit on what they sell and service. Know what the costs are and how they impact your return on investment. Get a second opinion or have your CPA review your holdings if you are unsure you are well taken care of. And, if it sounds too good to be true…it is!