Picking a financial planner can be one of the most significant decisions you make in your life. Trusting someone to handle your hard-earned assets is complex and not something you should take lightly. Here at Integra, we are proud of the team we assembled and know that we can give you genuinely outstanding service. But we don’t expect you to trust us for something as small and simple as a promise on a website. On this page, we have collected information to help you choose a good financial planner.
We encourage you to use this to judge every financial planner you work with, including us! Suppose any financial planning company doesn’t meet the exacting standards below. In that case, you deserve better and should take your investments elsewhere.
Checklist For interviewing A financial Planner
With this checklist, you’ll be able to get the most important questions about a financial planner’s background answered. Any reputable company should be able to answer this list quickly and easily. Suppose a company refuses to answer something like this that only takes a few moments of their time. In that case, they aren’t worth managing the money you worked years to accumulate.
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 from the Certified Financial Planner Board of Standards to ensure your financial planner will work to best secure your financial future.
Financial Calculator Tools In Greenwood Village, CO
The beauty of the financial world is that despite all the complexities and intricacies, some things are simple math and can be solved with formulas. On this page, we have collected many tools to help you calculate actual figures for your financial future. From a calculator that guides you on how much you need to put away for retirement to a mortgage amortization loan calculator, you’ll find it all here.
Use them for guidance, and contact our team at Integra Financial if you need any more information about what these calculators tell you about your current finances or goals.
