Kevin F. McCormack, President, Pension Parameters
Hallmarks of Pension Parameters include its expertise and personalized service, and, just as important, its total transparency in meeting clients’ needs and expectations. Knowing everything about clients and their operations is vital, of course, but the reverse is true as well. Clients should know everything about the financial experts who serve them, and to that end, The Consumer Financial Protection Bureau released a guide recently—Know Your Financial Adviser—that provides all manner of consumer-friendly tips and material, such as asking the right questions of your advisers; information about accreditation, complaints and regulatory agencies; “watching out for exaggerated claims”; and “sales pitches disguised as ‘educational’ seminars.” For more information, visit the Office for Older Americans on the Consumer Financial Protection Bureau website at consumerfinance.gov.