Fiduciary Advisor Questionnaire (NAPFA)
The following PDF is a Focus on Fiduciary advisor questionnaire. This should be used to interview and choose a financial advisor who will consistently act in your best interests. The post Fiduciary...
View ArticleFinancial Advisor Fees
Here’s some food for thought when it comes down to financial advisors and the fees incurred in working with them. Financial Advisor Fees The post Financial Advisor Fees appeared first on Las Vegas...
View ArticleStatements Checklist
Statements Checklist Download » This is a list of statements you may find helpful to organize your paperwork for our financial planning meeting. The post Statements Checklist appeared first on Las...
View ArticleChoosing a Financial Advisor
How To Choose A Financial Advisor Questionnaire Download » Finding, interviewing and choosing a financial advisor is a difficult task. Here’s a great interview questionnaire that explains what to look...
View ArticleClient Suitability Questionnaire
Attached please find our Client Suitability Questionnaire. This questionnaire provides us all the information we need to open your account(s) and set you up as a new REDROCK client. The post Client...
View ArticlePrivacy Policy Statement
Here is a copy of the REDROCK WEALTH MANAGEMENT Privacy Policy Statement. The post Privacy Policy Statement appeared first on Las Vegas Financial Advisor | Investment Management & Financial Planning.
View ArticlePaladin Registry 5 Star Advisor
This is a copy of our Paladin Registry 5 Star Advisor Certificate. This was earned back in April of 2005 when REDROCK opened, and maintained through this day. The post Paladin Registry 5 Star Advisor...
View ArticleRWM Form ADV Part 2A Brochure
This is our most recent form ADV part 2A brochure. Please contact us here if you have any questions. The post RWM Form ADV Part 2A Brochure appeared first on Las Vegas Financial Advisor | Investment...
View ArticleNAPFA Financial Advisor Interview Questionnaire
Here’s a link to the best financial advisor interview tool I’ve ever seen – the NAPFA financial advisor interview questionnaire. We’ve taken the liberty of completing the questionnaire so you can...
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