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15 Questions

You Need to Ask When Choosing a Financial Advisor

Before you pay for financial advice, ask these 15 questions.


Choosing the right financial advisor is vital for your financial future.

The job titles vary from "financial planner" to "investment manager," or even "wealth advisor"... We could go on. Often, these names are arbitrary, which is why it is essential for you to do your homework when making such an important decision.

The right financial advisor can make all the difference when it comes to your financial goals. You need someone who not only understands your specific needs but offers the right services for helping you achieve your overall financial goals. More than just providing adhoc recommendations, the right financial planner should act on your behalf to guide you to your desired financial future.                                    

As you interview financial professionals, asking the right questions can be vital to discover if the advisor is right for you. Some essential qualities include education, experience and ethics and – perhaps most important – whether the advisor is a fiduciary, advising you according to your highest financial interests above all else. With your financial goals at stake, you can't leave your investment strategy to chance.  

DOWNLOAD THE 15 QUESTIONS TO ASK                                   


Schedule a phone call with us and ask us the 15 questions.