Simply fill in the form below and we’ll send you an email with a link to the Guidebook.
- You don’t have to talk to your current advisor to make a switch.
- You’ll learn how to get a free evaluation of the performance of your portfolio and advisor.
- We’ll show you how to get assistance even if you plan on managing your own accounts.
As a bonus, and based on availability, an advisor may contact you to offer their assistance in answering questions not addressed in our guidebook. They are also available to answer general questions about financial advisors and your financial situation.