How We Can Help
Who is Ritter Daniher Financial Advisory?
Why should I hire RDFA rather than manage my own money?
Tell me about the financial planning process.
What is the profile of a typical RDFA client?
What is a NextGen Accumulator client?
Who will be my contacts at RDFA?
What are your professional credentials?
How are you compensated?
What does “Fee-Only” mean?
Does “Fee-Only” and “fee based” mean the same thing?
Why should I prefer Fee-Only financial planning to the alternatives?
Tell me how all this relates to the notion of Fiduciary responsibility.
Are you a Fiduciary?
What is NAPFA?
If you don’t sell any investment or insurance products, how will I implement your advice?
Tell me about your investment philosophy.
How do you select investments for a client?
What are RDFA’s safeguards? Where would my money be “kept?”
How well will Ritter Daniher communicate with me?
Do you offer a free initial meeting?
What should I bring to the initial meeting?
How can I get started?