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DO YOU NEED A FINANCIAL ADVISOR?

Looking for a financial advisor? Get professional portfolio analysis, design, management, general investment advice, budgeting, retirement income planning, and general planning services. Learn about three types of advisors and essential questions to ask before hiring!

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DO YOU NEED A FINANCIAL ADVISOR?

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  1. DO YOU NEED A FINANCIAL ADVISOR?

  2. Portfolio Analysis

  3. Portfolio Design & Management

  4. General Investment Advice

  5. Budgeting & Retirement Income Planning

  6. General Planning • Retirement • Education Funding • Wealth Transfers, Estate Plans & Trusts

  7. THREE TYPES OF ADVISORS

  8. Money Managers Financial Planners Wealth Managers

  9. Questions to Ask an Advisor Before Hiring • How Are You Compensated? • How Will We Work Together? • How Do You Manage Money? • Where Are My Assets Held? • Are You a Fiduciary? • Can I See a Sample Plan? • Will I Be Working Only with You or With a Team? • Ask for references!

  10. THANK YOU

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