Jason W. Qualls
CERTIFIED FINANCIAL PLANNER™
JasonQuallsCFP.com
Evaluate Your Current Advisor
National Association of Personal Financial Advisors guide to selecting the right advisor for you.
Fiduciaries as those who must place the best interests of their clients before their own.
The following checklist can be used in the initial screening of a financial advisor. It is designed to help you better understand what the advisor can do for you in terms of helping plan for your life’s goals, while measuring their ability to appropriately deliver on their promise to you.
The Financial Industry Regulatory Authority (largest independent regulator for all securities firms) updates you on things to watch out for.
Increase Your Knowledge
Simple to use, and a great way to test out whether or not you’re headed down the right road financially. The site includes easy-to-use calculators for mortgages, loans, taxes, personal finance, debt and investing.
If you know you want to give, but aren’t sure how to begin, start here. The site will answer a lot of your questions, and help you find the organizations that you want to give your time and/or money to.
Tips from the Financial Planning Association
One of the greatest gifts you can leave your survivors is an organized estate.
FOR NEW CLIENTS
Contact Info:
Jason W. Qualls, CFP
120 East Main Street, Suite 300
Murfreesboro, TN 37130
615-878-2134
