Sigman Financial Fitness^® Tips

$igman Tip #1: If you don't see yourself enjoying a nice dinner with your financial planner, find someone else you "click" with. After all, your planner is ideally a partner for life.

$igman Tip #2: You can only see so much standing in one place; use a financial planner to help you move from where you are standing in order to see another viewpoint you might have missed. This is a high stakes game with important results; trust someone who knows and cares.

$igman Tip #3: Time is your friend. Today is not too soon to seek the services of a qualified professional to accelerate the financial planning process. The younger we are the better chance we have of achieving results in the future.

$igman Tip #4: Imagine you are facing surgery and are referred to a surgeon for a consult. While waiting in the examination room, you find yourself looking at the diplomas and professional certifications displayed on the wall. It's only natural to expect that someone you are placing your trust in have the appropriate credentials and experience to do the job—enough said.

$igman Tip #5: You should expect your financial planner to always put your needs first...no exceptions. Don't be afraid to ask how they are compensated—it will help you evaluate their advice as it relates to your potential purchase of products or services.