Wouldn't it be amazing if every trustworthy financial advisor had to wear a red and white hat to identify themselves to you? Wouldn't that make selecting one much easier?
Well, unfortunately, there's no secret society where all of the trustworthy financial advisors meet and put on identifying hats or get secret tattoos.
But if I told you that I could drastically narrow your search for a financial advisor and help you select someone you can actually trust with your hard-earned money you'd be interested, right?
Let's have a quick chat...
Are you here for any of these reasons?
- You have no idea if you actually need a financial advisor. When's the best time to get one? How much money should you have? What questions should you be asking yourself? Is there a less-expensive option to a full-fledged financial advisor?
- You're struggling to find out how much you should be saving for retirement. Should you be saving 15% of your income? Do you need to have $1 million to retire comfortably? Where should you be investing the money?
- You've heard some bad things about financial advisors. Should you find someone that's a fiduciary? What's a fiduciary? How do you know if a financial advisor's out to take your money? How do you spot a scam?
- You don't know how someone becomes a financial advisor. Do they need to have a special degree? Do they need to pass a specific test? Can every financial advisor do the same thing?
- You don't know the first place to start researching financial advisors. What's the best website to perform a search? Should you look for someone with a specific financial designation? Should you take recommendations from family and friends? Where can you find complaints against financial advisors?
- You're concerned about how financial advisors make money. How do these fees affect your balances over time? Do all financial advisors make commissions? How much money do they actually make? Is there a compensation method that's best?
- You're intimidated at the thought of interviewing financial advisors. How do you know if they're lying? What questions should you ask them? How many financial advisors should you interview? How do you go about making the final decision?
Did you audibly should out, "That's me!"? Well, you're in the right spot.