I have found through the years, a majority of investors do not have any criteria for researching, analyzing, or choosing a financial advisor, other than by appearance, charisma, or just a simple plain “gut” feeling.
In an effort to help investors know what the right questions are to ask a Financial Advisor, there is a guide which lists “16 Questions You Should Ask A Financial Advisor – BEFORE You Hire One”
When you use this guide, you will have
a selection process for choosing
the advisor right for you.
In this guide, you will learn how to ask:
- What services the financial advisor provides – so you know if the services are right for your unique situation
- If the financial advisor has earned any certifications and/or professional designations
- The most common mistakes folks make when they choose a financial advisor
- The 16 questions brochure includes fill-in-the-blanks so you can record answers to each of the questions
- And much more!
To receive a copy of this guide, just enter your name and e-mail address and you can receive your free guide, “16 Questions You Should Ask A Financial Advisor – BEFORE You Hire One”.
* * * * *
Family Wealth Management Advisory, LLC is not a Registered Investment Advisory firm and does not offer Investment Advisory or Financial Planning products and services through this entity.
Martin V. Higgins, CFP®, CLU®, LUTCF, RHU® is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a registered broker/dealer, Member FINRA/SIPC and a SEC Registered Investment Adviser firm. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no affiliation between Family Wealth Management Advisory, LLC and Mutual of Omaha Investor Services, Inc.
The brochure was prepared by The International Educational Finance Institute, LLC. The information provided is from a third party and is intended for general information purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.