Chapter Three:
Take Ownership of Your Retirement
Finding just the right advisor to assist in planning your future requires more than the Yellow Pages and Google. Download this Advisor Checklist and use it as a guide to make sure your money will be going to the right places.
Download Financial Advisor Checklist PDF
The following is a checklist of the Rules of Engagement that we encourage all financial services professionals and Missed Fortune providers to adhere to when conducting business to maintain the utmost integrity and professional ethics.