Financial Planner Red Flags

Financial Planner Red Flags

At Integra Financial, we take our role as Registered Independent Advisors very seriously. We proudly adhere to the fiduciary standard of care, which means our financial planners will always put your needs first.

We recommend reading this guide to ensure your financial planner will indeed work to best secure your financial future.


1

Analyze your current situation, risk tolerance, time horizon, and goals


2

Open your account


3

Monitor and rebalance investments