B.A. Schrock Financial Group

Interviewing Potential Advisors: Key Questions to Ask to Determine the Right Fit

Choosing a Financial Advisor: Helpful Questions to Ask

Finding the right financial advisor is a crucial step toward achieving your financial goals and securing your future. Just as you would carefully select a doctor or lawyer, it’s essential to choose a financial advisor who aligns with your needs and values. The interview process is your opportunity to gather information, assess compatibility, and make […]

Ep 104: What is the Certified Financial Planner Designation?

Anyone that’s looking for a financial advisor has probably seen all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.

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