Components of a financial plan

What can you expect from your Triple I-R Advisor? What are your responsibilities? Clear expectations on both sides lead to a productive relationship and a positive outcome.
Your advisor’s responsibilities to you

  • Clear communication
  • Answer any questions you may have
  • Confirm your expectations and investment needs
  • Report to you regularly
  • Respond quickly to your questions
  • High standards of ethics and conduct
  • Act in your best interests
  • Discuss the risks associated with recommendations
  • Explain how compensation works