BOSTON, June 19, 2012 /PRNewswire/ -- TRUSTIVO's (www.TRUSTIVO.com) goal of connecting those in need of customized retirement strategies with trustworthy, exceptional advisors will be supported by a seamless relationship with Dalbar's "Verified Experts™ program. "Using a sophisticated system to match personal retirement needs with some of the nation's best professionals, we'll refer you to a trusted advisor who can understand your retirement situation the best," says Rad Pasovschi, Chairman and CEO of TRUSTIVO.
Only the best financial advisors will make it through the rigorous evaluation required to achieve Dalbar's "Verified Expert™" status. "This differentiates advisors in a meaningful way, helping Boomers find an advisor they can trust," says Louis S Harvey, Dalbar's president and CEO. Before a "VE™" designation is granted, serious due diligence is performed to protect investors, including background checks, verification of educational and designation claims, and the transparency of their investment process," he says. "In addition, we ask the advisor's clients to evaluate his/her performance, trustworthiness and skill," he says.
"Retirement, Taxes, Insurance, Estate Planning, few people are expert in all these areas. The problem is finding the right advisor to help you prepare your retirement strategy," says Pasovschi. "We remain truly independent so that we may bring you the best of the best advisors regardless of the firms they work for. Why limit yourself to just one opinion, when TRUSTIVO can provide you with multiple customized retirement proposals from the nation's best known firms. We put you in control."
TRUSTIVO's secure social retirement network transforms the way Boomers and trusted advisors connect, engage and develop strategies for retirement. Dalbar (www.dalbar.com) is the pre-eminent industry source for advisor certification developing standards and measurement systems that improve the quality of communications, service, compliance, and websites for the financial services industry.