"How to Find the Right Financial Advisor"

Hi Community Member,

We created this guide because working with the right advisor can be the difference between meeting your retirement planning goals or coming up short. 

Some of the areas this guide covers are...
  • How often should I talk with my financial advisor?
  • What costs and fees are charged to a client?
  • What questions should I be asking my advisor? 
  • Does it matter if my advisor is a fiduciary? 
  • What level of service should I expect from my advisor?

If you have questions about your financial planning, we're available to talk. Our consultations are complimentary and we can go into as much (or as little) detail as you want. 



Teresa Conley


Teresa Conley, CFP®
Vice President
Financial Advisor
Premier Financial Group