Consumer Guide: Insurance & Investments
Insurance & Investments
Choosing the right financial professional to manage your money can be a daunting task, particularly if you are not familiar with the financial industry. With so many options available, from financial advisors and brokers to insurance agents and accountants, it can be difficult to know where to start.
Fortunately, by taking the time to research your options and ask the right questions, you can find a financial professional who can help you meet your financial goals and protect your assets. In this guide, we will provide you with tips on what to look for and what to avoid when working with financial professionals, as well as strategies for choosing the right one for your needs.
Tips From the Experts: Key Factors to Consider When Working with a Financial Professional
Note: Any item listed with an asterisk (*) below is a NAOSA Gold Standard of Professional Practice™ and is required for NAOSA professional membership. For more details, please visit the NAOSA Consumer Guides page.
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NAOSA requires members to act in utmost good faith when working with clients. Members must agree to act in a fiduciary manner in a way that the member reasonably believes to be in the best interest of the client. In addition to compliance with all federal and state regulations, each professional member of the National Association of Senior Advocates must also follow and act in accordance with the NAOSA Consumer Guides published herein. Members who are found not in compliance with these standards will be censured, with membership subject to revocation.
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