Preparing for retirement can be overwhelming. Between tax, estate, insurance, Social Security, Medicare and investment planning, some important aspects of your financial plan can be easily overlooked if you’re not working with a competent professional. A qualified financial advisor can help you ensure that all items are being considered, but not all advisors are created equal. So, how do you decide who to work with?

Choosing a financial advisor can be difficult; however, there are certain qualities to look for to help you narrow down your choices and make sure you find a qualified advisor that best fits your needs.


Click here to download “Choosing the Right Financial Advisor in 5 Easy Steps.pdf

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For more information, contact our office at 877-714-2362 to schedule a time for a visit.

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For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008