I already have a broker...
Chances are you already have someone assigned to your investment account. If it is someone you've worked with for a long time and have a strong relationship with there is little likelihood you are reading this. If you are unsure, ask yourself this, "If I won the lottery tomorrow or inherited a tidy sum would I automatically invest with my present advisor or institution or would I seek other opinions?" If it is the latter, read on...
First of all, I don't sell a product, I perform a service. My role is to be your financial planner and help you make informed choices through the various stages of your life which may include; planning for your children's education, your own retirement, living in retirement and planning your estate. As such, you will require some financial products to meet your needs.
Secondly, life isn't static so your needs are going to change over time. This will require us to meet on a regular basis and make adjustments looking towards the future. No fancy crystal balls or far-fetched, predictions, just sound-advice, tailored to your situation.
Finally, should it be me you are working with? We'll have to meet in person before that is decided. In the interim, I'm a Certified Financial Planner CFP with over a decade of experience and a small business owner. I do not work exclusively for any one firm, peddle in-house products or have any corporate-incented, sales quotas to meet. I'm able to assist your needs directly or as appropriate, make introductions to other firms specializing in part of a solution. I can and do work with other professionals including your accounting firms and legal representative. I keep normal office hours but will make house calls or see clients after hours as necessary. I'm guided by the principle of always doing what is right for the individual and seek clients that have reasonable expectations and timeframes.