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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John R. Kastern, CFP

Marshfield, WI
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Mark A. Queen, CLU,ChFC,RFC

Security Financial Life
Manhattan, KS
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Articles

Personal Finance Tips

To an outsider, it looks like I'm living on air. But instead of one big job where I'm not in control, why not have several smaller sources of income, each one related to something I can enjoy?

Financial Advisors - How to Hire Them

The right financial professional can make all the difference in your future quality of life. The wrong one can ruin it.

Let's focus on figuring out what kind of pro is right for you.

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.

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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