Find A Good Financial Advisor

by Pam on February 21, 2010

When building a financial strategy for yourself and your family, it’s a good idea to take the time to meet with a Financial Advisor, as advisors are experts in investing, taxation, estate planning, retirement planning, and insurance.  When you partner with a Financial Advisor, they will be able to help you build a strategy in order to achieve your financial goals.  Why try to do it all on your own when you can take advantage of professional guidance?

That being said, it’s important that you find a good Financial Advisor that has your best interests at heart.  Below are some things to look for when you are choosing a Financial Advisor:

*You need to feel comfortable with the advisor so you can work well together.

*The advisor must have an appropriate educational background and belong to a professional association that has a code of standards and ethics.

*The advisor should work for a solid and established financial institution.

*The advisor should be the one who helps you with all your subsequent needs.

*The advisor must inform you of how he/she is compensated for working on your account.

*The advisor must be a good listener who will help you to develop a strategy in order to achieve your short term, medium term, and long term goals based on your current and desired personal, family, and financial situation.

Make an appointment today to meet with a Financial Advisor, and then be sure to meet with your advisor on a regular basis as your life goals and investment objectives will change over time.

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