Broker Check

Choosing a personal financial management association

| May 17, 2017
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If you read through last week’s blog, you got the basics on financial risk and what it means for companies big and small. Every company must deal with varying types of financial risk, and knowing about which risks your company may face is essential to building a plan to stay profitable in the future. But what if you are looking to make a plan for your personal finances? With a completely different set of risks and rewards, choosing a financial management association can be as important as the plan itself. Lucky for you and your family, Don Kemp and the team at Community Risk Advisors are just a phone call or email away.

What should I look for?

In choosing a financial management association, you will want to look for these factors

  • Objectivity
  • Competence
  • Fairness
  • Honesty
  • Full disclosure
  • Professionalism
  • Regulatory compliance

Doing your research on a financial management association is key to choosing the right one, and these attributes are what you will want to look for. Though they may be obvious enough to warrant a sigh and an eye-roll, each is paramount to choosing the right financial management association for your family.

Planning for the future

Do yourself a favor; look at all the other financial management associations first. When you are finished, take a look at Community Risk Advisors. It will be plain as day that Don Kemp and his team are qualified to handle your family’s financial planning. Community Risk Advisors has a long and successful track record with both companies and private individuals, and their approach to financial planning is deeply personal and affordable. Every family truly needs a financial plan to remain prosperous in the future, so contact us today at 678-473-6735 or by email at don.kemp@ceteranetworks.com. There is no time like the present to plan for the future, so what are you waiting for?

 

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