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Frequently Asked Questions

Below you will find answers to common questions. If your question does not appear in this list, please email or call us. Someone from our office will reply personally.

What is financial planning?

Why use a financial planner?

What is involved in a financial planning relationship?

What are the major areas of financial planning?

When is the best time to plan?

What about other professionals?

What about my employer’s retirement plan?

Can you help me with my company stock options?

What about taxes?

Is implementation help provided?

What does an initial meeting involve?

Do you have a minimum fee?

How are fees determined?

Why use professional investment management?

How are investments selected?

How am I kept informed?

What makes you different than other advisors?

Why should I work with you?

Who are your clients?

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Chief Compliance Officer, Tonya Borders, Attends Conference14-Oct-2011

Our Chief Compliance Officer, Tonya Borders, CPA, attended the Ascendant Compliance national con..

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©2011 Pettinga Financial Advisors, LLC. All rights reserved.

Pettinga Financial Advisors, LLC (Pettinga) is an SEC registered investment advisor whose main office is located in Evansville, Indiana.  The information presented on this website is intended for clients and prospective clients of Pettinga.  By accessing this website, you agree to the Terms and Conditions set forth herein by Pettinga.  Pettinga reserves the right to amend these Terms and Conditions at any time.
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