BBB Business Review
This Business is not BBB accredited
Richard Overdorf & Associates, Inc.
Phone: (765) 642-9997 View Additional Phone Numbers 5952 Alexandria Pike, Anderson, IN 46012
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This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
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Reason for Rating
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Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
- BBB does not have sufficient information to issue a rating on this business.
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Type of Entity
Business ManagementMr. Richard L Overdorf, President
Related BusinessesRichard Overdorf & Associates, Inc. Brett Overdorf, C P A, P C
FINANCIAL PLANNING CONSULTANTS INSURANCE COMPANIES INSURANCE-VIATICAL/LIVING TRUST, LIFE Estate Planning & Management
Alternate Business NamesOverdorf, Richard & Associates, Inc.
A financial planner should be able to provide the following: a clearly written plan, in language you can understand, containing a balance sheet of assets vs. liabilities; an explanation of goals with advantages and disadvantages of any course of action; options and alternatives for all investment choices as well as the risk estimated in each investment objective; specific suggestions for improving your personal cash flow; projections for shifts in the rate of interest, inflation, and other situations that will affect your future; a plan for liquidity in the event of emergencies; and a schedule for reviewing your financial progress.
In most states, financial planners are not regulated. As anyone can say he or she is a financial planner, you need to be cautious and check out the person's credentials. Also be on guard for "financial planners" who are no more than salespeople for a particular type of product, such as stock or insurance.
In Indiana, financial consultants or planners who only advise on the clients current state of assets and liabilities are not required to be licensed by the Indiana Securities Commission. Financial consultants who also sell investments are required to be licensed in Indiana. For more information on licensing requirements of any financial consultant operating in Indiana, please contact the Indiana Securities Commission at 317.232.6681, or visit their website at http://www.in.gov/sos/securities/index.html.