Questions To Ask A Financial Advisor
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
The Advisor Series Part 2: Conflicts of Interest and Other Issues
First – what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
The Advisor Series Part 1: Fee-based, Flat-fee, Fee-only… What the F?
How are you supposed to figure out who to trust with your life savings?
My goal is to shine a light behind the curtain and arm you with information.
This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.