Spotlight

Dale Ehrgott, LUTCF

Advanced Insurance Consulting
Reno, NV
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Thomas Rice

Genworth Financial
Austin, TX
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Joseph R. Brida, CFP®, ChFC, CLTC

Wealth Conservation Group, Inc.
Melville, NY
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Ben J. Sartin, CLU

Financial Process Group
San Antonio, TX
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Ari Fischman

New York Life
Southfield, MI
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Steven P. Fish, LUTCF, CLTC

Stanfield & Associates
Richmond, VA
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Alec Pedersen, CCPS, CDFA™

Ameriprise Financial Services, Inc.
Los Angeles, CA
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Richard Tonkinson

Markham Advisory
London, NV
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Jack Gelnak, CSA,CRFA

Premier Capital Management, Inc.
Woodland Hills, CA
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Beverly S. Lukehart

New York Life
Anchorage, AK
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Lory Ann Basso FIC, CSA

Basso & Associates, Ltd.
West Bend, WI
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Randy V. McGraw

Graham Capital Management
El Paso, TX
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Herb H. Zschiesche, LUTCF

New England Financial
Longview, TX
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Articles

Monitoring Your Financial Advisor

Just because you hire a financial advisor or broker doesn't mean you can sit back and relax. Remember that you are still in control of your money, even if you hire an expert to help you manage it.

The Role of Insurance in Your Financial Plan

Insurance is an important element of any sound financial plan. Different kinds of insurance help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.

How to Choose a Financial Advisor

A good financial advisor can help you answer your financial questions and plan for a secure future. But first you'll have to do some work to find the advisor who is best for you.

More resources

• National Association of Personal Financial Advisors
• Personal Financial Advisors - Ameriprise Financial
• National Association of Insurance and Financial Advisors
• AARP
• Legend Financial Advisors, Inc.

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