WHAT QUESTIONS CAN I ASK TO VERIFY THE FINANCIAL ADVICE I'M RECEIVING?
Two questions that may provide an accurate assessment of how experienced your potential advisor is are “do you invest in your professional knowledge” and “do other professionals trust you to help their clients.” If your advisor can speak to industry-specific training and courses, as well as professional references, you may be able to rest assured that you are in an appropriate hands.
Can you provide a second opinion from another advisor?
Everyone deserves a second opinion, and you cannot obtain that from the person who gave you the first one. We invite you to meet with us if you are unsatisfied with your current situation or are concerned your current financial advisor may not be appropriate for you. We can work with you to help design a strategy suited for your unique situation.