Frequently Asked Questions
There are many questions you should ask when considering to work with a financial advisor. The challenge is knowing what to ask. The questions and answers contained in these pages were compiled from various sources and are for you to evaluate and compare my responses to any other advisors you may be considering. There are no right or wrong answers. However, you should require any potential advisor to answer these questions to your satisfaction. Also, ask for written proof of any statements made. This will help ensure that what an advisor tells you is true and backed up by proof.
Finding the financial advisor that is right for you may take some time and work. Ideally, you will forge a life-long, trusting relationship with an advisor. Therefore, you should take the time you need to feel comfortable and make an informed choice. This tool will help you to avoid the pitfalls of salespersons and low quality advisors that will attempt to use slick sales skills to convince you they are the right advisor. The following list of questions and responses is provided so that you can make an informed choice.
Click on the categories below to go to the questions and responses: