Choosing a Financial Advisor
Choosing a financial advisor is a very important decision, and should be made with great consideration. To help you feel comfortable in making a good decision, here are a few simple questions you should ask yourself:
Do I like the advisor and do our personalities work well together?
Do I trust the advisor?
Does the advisor have the right qualifications?
Does the advisor have the right kinds of experience?
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Once you’re satisfied with answers to these questions, you should also consider asking yourself:
Will the advisor address all my goals - Individual, Family, Business?
How is the advisor compensated? Will that compensation method reinforce a high level of service to me?
What level of legal and ethical responsibility does the advisor have to me?
Can the advisor provide all the services and products I may need?
Will I be able to determine whether or not the advisor has given me my money’s worth in terms of time, effort and results achieved?