I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and the Founder of Sammons Wealth Management. I help successful women professionals who are in midlife plan for their ideal retirement. Learn more about planning, saving, and investing for your ideal retirement at Sammons Wealth Management.
How to Choose the Right Financial Advisor for You

All financial advisors and planners are not created equal. In fact, there are some major differences.

After the 2008/2009 ‘Great Recession’, there became a much bigger distinction between advisors who are registered representatives at broker/dealer firms, and advisors who are independently Registered Investment Advisors.

In this episode, Stephanie talks about what it means to be an independent Registered Investment Advisor, as well as a fiduciary and fee-only Certified Financial Planner.

She outlines a number of qualities and credentials that you should look for when evaluating a financial advisor or planner in midlife, including how advisory fees are structured.

Posts Related to this Episode:

Assessing Your Personal Investor Risk Tolerance

Women and the New Retirement Reality

7 Midlife Money Moves for the New Economy

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The Women Retire Smart™ Community is a virtual community and email newsletter for women professionals within 5 to 15 years of retirement who want to retire smart, secure, and happy!

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