Knowledge is your most valuable asset. Hold your financial advisor to the same standard as your accountant, doctor or attorney. As your financial situation has shifted over the years, you should feel confident with the level of education and experience your advisor has to execute your current financial goals. If you're not sure what to ask your financial advisor, don’t worry, we’re here to help. We’ve assembled a list of five questions to ask your financial advisor and a guide to evaluate the responses you receive.
Contact us with questions about these topics.
If you weren’t confident in your financial advisor’s answers to your questions, we offer assessments of your current financial situation from a tax and investment perspective with no commitment.