Pick the right financial advisor with these top tips

The search is on. You are ready to take the step to look for a financial adviser. Someone you can trust with your hard earned money. Where do you start? The first step is find a financial advisor who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial planning.

When searching for a financial advisor make sure they have strong skills in in the following areas:

  • Investments
  • Loans
  • Taxes
  • Retirement and employee benefit issues
  • Insurance
  • Estate planning

“Don’t confuse planners with stockbrokers — the market mavens people call to trade stocks. Financial planners also differ from accountants who can help you lower your tax bill, insurance agents who might lure you in with complicated life insurance policies, or the person at your local Fidelity office urging you to buy mutual funds.” – wsj.com

When you’ve found a financial advisor that you trust, you’ll need to dig a little deeper to iron out some of the more one-to-one issues. First things first, you will  to agree on how your advisor will be paid. If you can find an advisor that can package an investment program that includes the cost of the investments, trading, custody and the advisor’s professional services for 1.80% or less, you’re getting a sweet deal.

Please do not hesitate to call if you have questions about the information you find here on our web site. - Brad Evans, Sr. Loan Officer. Direct: (877) 323-6803 | EMAIL | WEBSITE | FREE LOAN CONS

Boost your curb appeal with these easy and affordable ideas.

You have made the decision to sell your home, this means open houses and people viewing it. First impressions count. You don’t have to break the bank to get that curb appeal up to par. Here are some ideas to get you going.


A fresh coat of paint, new door handle or even stickers will be so visually appealing people will want to come inside and check it out. Upgrading your garage door can also make a great first impression.


Spring is a great time to show a home, this is when plants are not too expensive and just blooming full of color. Try to use filler plants with popping colors. This can be very helpful for a dull looking home.


Thats exactly what we mean, camouflage. Hide the trash can and air conditioning units with a simple fence you can buy at your local home and garden center. You can even add shrubs that will grow onto it. Great idea to keep eye sores hidden.

All photos via pinterest