Before placing their financial future into someone else’s hands, it’s important for investors to understand the experience and qualifications of their advisor.
“Be sure to understand what licenses your financial professional has earned,” advises Vazirani, who, along with Partner Rick Redaelli, is among the top 1 percent of financial advisors as a nine-time Top of the Table Million Dollar Round Table (MDRT) qualifier.
“Also, know whether the advisor is independent, meaning he or she can recommend solutions from a variety of companies rather than being limited to the solutions from a single company.”
Anil Vazirani is the long-running host of “On the Money,” a Money Radio program airing weekly on AM 1510 and FM 99.3. Also a fiduciary at Secured Financial Solutions is Rick Redaelli.
Secured Financial Solutions also conducts financial workshops at Flemings and other locations monthly.
Call 1-800-957-5604 x 200 and set up your Complimentary ‘Knowledge is Power Session’
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