SERVICES
Money Management
Portfolio Reviews
401(k) Rollovers
Retirement
Financial Plans
Estate Plans
College Savings
Ask The-Adviser
Clients Only

WHY US
Benefits
Available Services
"Interview Us"
Fee Information
Disclosures
Applications

THE COMPANY
Background
Philosophy
The Press
Policies
Opportunities

LINKS
Home Page
Related Links

A financial adviser should be independent in fact and in appearance so that they can truly provide a fiduciary duty to you. They should not be biased towards any product or financial service and should have the ability to provide advice that is free from sales quotas. They should not sell proprietary investment products.

Prior to consulting a financial adviser, consider the following:

• Determine what you want them to do. This includes determining what your own financial and life goals. For example, consider whether or not you want need a financial plan or just more comprehensive estate planning.

• We put less emphasis on customer referrals because of the ease of providing fake references. Investors should choose an adviser whose investment philosophy is similar to theirs and who has a well known reputation either through a personal friend or the press. 

• Investigate an adviser's background. All advisers should freely provide a copy of their registration or disclosure statement detailing compensation arrangements, conflicts of interest, business affiliations and personal qualifications. 

• Understand the financial adviser's fee structure. All advisers should provide a written advisory contract or engagement letter that will document the scope and nature of services. You need to consider whether or not you are comfortable paying a flat or hourly fee. 

• Determine if the adviser can provide additional services when you need them. This includes considering whether or not the adviser can refer you to specialists such as accountants, insurance agents or lawyers should you need additional assistance. The Independent Adviser Corporation provides investors with an array of professional services to choose from.

The Independent Adviser Corporation is a 100% Independent and 100% Objective Financial Advisory Firm that writes buy-side investment research. Our network of independent Fee-Only Financial Advisers serves individuals, families and businesses. They provide financial planning services, tax advice and offer professionally managed asset accounts. They do not underwrite corporate securities nor do they sell any proprietary products. To find out more or get a FREE consultation Ask The-Adviser.com.

Financial advisers should be free from sales quotas, and not sell proprietary investment products. 

Got an investment question?
Ask The-Adviser.com

Open a professionally managed account:

• Brokerage Accounts
• Traditional IRAs
• Roth IRAs
• 401(k) IRA Rollovers
• 403(b) IRA Rollovers
• College Savings
• Retirement Savings

Click here for our Top Ten Investment Picks

Financial Advisory Services
Money Management
Retirement Planning
Portfolio Reviews
401(k) Rollover Assistance
College Savings
Financial Plans

You don't need to be rich to hire a Financial Adviser. Just Smart^™

The Independent Adviser Corporation is a Registered Investment Adviser that helps individuals, families and businesses develop investment and financial planning strategies.
Click here to learn more about our Fee-Only services

Do you have a question about your investments?
Ask The-Adviser.com