Tag Archives: RIA
Brooks, Hughes & Jones now the only Registered Investment Adviser in Tacoma with 3 CFPs
Money Architects co-author and Brooks, Hughes & Jones partner Allyn Hughes has added the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations to his list of credentials. Each of these designations reflects an exceptional amount of time invested in education, … Continue reading
Tagged Allyn Hughes, Certified Financial Planner, CFP, chartered life underwriter, ChFC, CLU, financial planning, gary brooks, income planning, insight, investment advisor, investment management, investments, IRA, Nancy Jones, retirement, RIA, risk protection, Tacoma, wealth advisors
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How to Choose a Financial Advisor
Having choices creates competition and drives innovation making your life better in many ways. But when finances are the topic, growing choice leaves some people uncertain that they’ve made the right decision. As we created Brooks, Hughes & Jones we … Continue reading
Posted in Financial planning
Tagged Brooks, CFP, financial advisor, Hughes Jones, Registered Investment Adviser, RIA, Tacoma
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The Fiduciary Debate: Does Your Advisor Act in Your Best Interest?
Part of the recently signed financial reform bill addresses the fiduciary standard and how it applies to financial advisors. Currently, Registered Investment Adviser (RIA) firms (like Brooks, Hughes & Jones) are obligated to act as a fiduciary. This means we … Continue reading →