What to look for in an advisor

100% Fee-Only. - No commissions - ever!

No Proprietory Products. - No Employer Products to Push

Independent Custodian. - Wells Fargo Clearing Services

Education & Training. - BS, MS, MBA, JD, PhD, CFP®

Maturity. - Experience

Independent Advice - No Broker Agenda

Well Respected Organizations. - Garrett Planning Network and NAPFA