In celebration of the Thanksgiving season, we would like to express our gratitude and appreciation to the fantastic financial advisors in our community who have partnered with our office for the benefit of our mutual clients. Thank you! Our clients have great financial advisors. We appreciate you. With your help and guidance, we have been able to create the best legal plan for our clients.
We want to say “thank you” to our partners in the community. Educating our clients and the community is a priority for our office is part of the mission of our firm, and we do that best when we are partnering with our clients’ financial advisors in the community. We contacted our partners in the community in the area of finance to help our clients understand the role of a financial advisor in the estate plan. We are titling this series, “Partnering with the Pros: The Importance of a Financial Advisor.” We will be featuring some interviews with our friends who are financial advisors on our website highlighting the importance of a financial advisor as part of our series. Understandably, for legal compliance reasons, some of our great partners were unable to participate in the interviews. Check out our blog post at: www.skwlawoffice.com.
Ron Cioffi is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsport, PA and has over 36 years of experience in the finance industry. Ronald Cioffi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
I. What is the point of a financial advisor?
To instill confidence for clients that make sound decision for their financial future.
II. When do you need a financial advisor?
When the client feels they need direction.
III. How do I pick a financial advisor?
Use criteria of experience, compatibility and the feeling of trust.
IV. Why Ameriprise?
Ameriprise is the number 1 trusted adviser firm.
V. What are attributes you should look for when trying to find a financial advisor
Personality match, experience and availability.
VI. How often should you meet with a financial advisor?
3 times a year ( more if necessary) 3 planned meetings.
VII. How do I switch financial advisors?
Switching is done by the new advisor. moving assets from one firm to another.
VIII. What should be the relationship between a client's financial advisor and attorney be?
Advisor and attorney need to be knowledgeable. Advisor and attorney need to have clients best interest as the sole purpose.
IX. What should be the relationship between a client's financial advisor and attorney be?
I am deeply rooted in the relationship. I find solution to fit each client. I care about the client's life.