Connect your guide to finding local professionals

Ask First! We would like to introduce you to the value of the “ASK FIRST” form that should be filled out by any professional you plan to engage. It takes the professional two minutes to complete and it will give you the consumer an indication of the person’s education, licenses (licensing is a minimum standard and not a credential), how the person charges, how they are compensated and if they are involved in product sales. In other words, it gives you more information than just he or she is a “nice” person.

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These national award winning series were started by Peter Kote in 1993 when he was employed by Long Beach State University. It was designed to educate staff and faculty about financial and estate planning.

It has gone through a multitude of changes with one major goal in mind – pure education in a safe environment to avoid the predatory sales practices of the financial service industry.