What are the basics that I should know when moving forward with financial services?
There’s a lot of things to think about when selecting a financial advisor and entrusting them with your assets. For answers to questions like “What would an initial advisor meeting look like?” click here.
How do I choose between advisory and brokerage services?
Silver Grove Financial Group is a Registered Investment Advisor (RIA) and our broker/dealer is LPL Financial. This means that we can offer you both investment advisory and access to brokerage services. To make sure you're aware of some of the important considerations to take into account when deciding which type of service best serves your investment goals and needs, read more here.
What can I expect from my initial advisory meeting? Is there anything should I prepare?
Whether you've worked with a financial advisor before or this is your first time, being prepared for your initial meeting can be helpful in getting the financial planning process — and your relationship with your advisor— off to a good start. Learn more here.
What are some financial objectives and risks I should consider?
All investments involve some degree of risk, and the outcome of any investment is uncertain. Understanding the trade-off between risk and reward can help you evaluate strategies to pursue your financial objectives. Learn more here.
What can I expect from Silver Grove’s engagement with me?
First of all, thank you for considering Silver Grove as an option for your financial services needs. You can expect a high level of engagement from your financial team and the ability to reach someone at our office via phone, email, or our texting app. Learn more about our engagement with our clients here.
What do all those licenses mean?
We try not to use too much financial jargon, as we know lists of licenses get boring. But, if you’re curious about the definition of a certain license or just interested in what it all means, read our detailed descriptions here.