When it comes to finding a partner to help you manage your wealth, the decision is as personal as it is financial.
Whether your financial professional has retired, switched companies or your investment firm has recently merged, you may be faced with the decision of working with the new default advisor or considering a change.
A financial advisor can have a tremendous impact on the financial decisions you and your family make. Financial professionals help you with important decisions such as choosing risk & investments, navigating taxes, deciding when to retire, planning your estate, determining how to save and distribute your assets, and how to navigate market volatility. You need to find the one that’s right for you.
This will help set your expectations and eliminate surprises in your financial advisory relationship. To help you, we’ve put together these 5 key topics that you should be asking professionals about when considering a financial and investment planning relationship.
If you want a second opinion on your financial plan or would like to learn more about how we’re different than other firms, call us today to meet with one of our financial advisors. We’re ready to talk to you honestly and openly about who we are and how we support our clients. We’ll also provide you with a FREE, no obligation, evaluation of your current financial plan and investment portfolio.