Fiduciary Checklist and Questionnaire Intro

Use the following questionnaire to interview your existing financial advisor, broker, financial planner or any prospective advisor you may be considering. It is paramount that you get answers to all of these questions in writing to assure you are working with a Financial Fiduciary who assures you that any and all advice provided to you is truly in your best interest. If you insist upon getting all of the right answers to the following questions, you will avoid the inherent conflicts of interest which exist in most advisor/consumer relationships.

Download our Fiduciary Questionnaire and Checklist

On the Air

newsradio-WHP-web Tim Decker hosts the weekly radio show “Financial Freedom” on WHP 580 AM Harrisburg every Saturday at 10:00 am Eastern.

He brings his extensive knowledge and over 28 years of experience to the discussion of current financial and wealth management topics. Each show also includes a Q&A session when Tim provides straightforward, unbiased answers to questions from callers. This is the program that represents your best interests, not Wall Street's.

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The Sleep-Well-at-Night Investor

The-Sleep-Well-At-Night-Investor

ISI Financial Group helps clients take all necessary steps to properly develop and implement a holistic financial plan using evidence-based, time-tested strategies centered around financial science. In his book, “The Sleep-Well-At-Night Investor,” Tim Decker shows readers how misinformation from the mutual fund industry has created widespread harm amongst investors. The book also discusses the temptation to think of investing like gambling, and the tragedy of gambling away savings and security under the guise of investing.

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