How Do You Fit into Your Financial Adviser's Plan?

Understanding your place in your adviser's business can change your future result.

(Image credit: laflor)

If you’re like most potential financial advisory clients, you’ve heard advisers explain how they fit into your financial life. Advisers play the part too, giving you as the client the best audition, demonstrating their success, their prowess in the industry and their ability to be as effective as possible in creating the returns you need.

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This article was provided by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Brent Ford, Investment Adviser Representative
Partner, Benefit Wealth Partners

Brent Ford, partner at Benefit Wealth Partners, guides the company with a direct and honest approach. Brent practices pre-retirement planning for federal employees and enjoys when he can mitigate their concerns through easy-to-understand explanations and detailed information. As such, he's played an integral part in expanding Benefit Wealth Partners from a two-person firm to a nationwide organization serving unions, associations, and agencies within the federal government.