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Why Work With A Financial Advisor
Financial advisors can be responsible for every aspect of their customer's financial life, from estate planning to tax planning to saving for retirement. Working with a financial advisor can help you establish a comprehensive financial plan that, in turn, can help you make big financial decisions.
How To Choose A Financial Advisor
There is a financial advisor for every budget and financial situation. Know what financial services you need and explore who in your area could help you with that need. Interview advisors on your list and do some homework on their services and achievements. Compare your results and be realistic about cost. There are online advisor marketplaces that can do the work of vetting for you too.
Questions To Ask A Financial Advisor
- What is your education and professional experience?
- What certifications or designations do you hold?
- How long has the firm they have worked for been in business?
- How long have they been with the firm?
- Are they a fiduciary?
- How do they make their money?
- What is their approach to financial planning?
- What financial planning services do they and their firm offer?
- What kind of clients do they normally work with?
- Do they have any account minimums?
- Do they have any conflicts of interest in managing your money?
- What information do you need to bring for them to look at developing a financial plan?
- How many times and how often will you meet?
- Will they collaborate with your other advisors, like CPAs or attorneys?
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