Cornerstone's Bryan Rex - an Ed Slott Trained Advisor

Working with an Ed Slott Trained Advisor

If your advisor doesn’t know to ask the right questions, is not aware of changes to the ever-evolving tax code, or has not been trained on high-level retirement planning strategies, your hard-earned money is at risk to being lost to taxes, fees, or penalties

Ed Slott and Company is a leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country. They neither sell nor endorse any financial product.

Members of Ed Slott's IRA Advisor Group^SM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.

Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.

10 Questions to ask your Financial Advisor - by Ed Slott