We encourage anyone interested to call (847) 205-9501 and schedule a no-cost, no-obligation, one-hour Initial Interview where you can ask questions and determine if we’re right for you. We also suggest you complete the Initial Interview Questionnaire and return it to our office by fax or mail so we have it at least two business days prior to our meeting.
The National Association of Personal Financial Planners (NAPFA) has created a brochure called How to Choose a Financial Planner to assist individuals in selecting a financial planner. The brochure has been reproduced and posted on-line as a download for the convenience of our website visitors. Below is a link to the brochure completed by Patrick L. Doland, president of Reason Financial Advisors. We suggest you print, review and bring the completed form with you to the Initial Interview where it will be signed and dated.
How to Choose a Financial Planner brochure
How to Choose a Financial Planner
Copyright 2003 Reproduced and posted on-line with permission of:
The National Association of Personal Financial Advisors (NAPFA)
3250 North Arlington Heights Road, Suite 109
Arlington Heights, IL 60004
(800) 366-2732