Just about every day, the phone rings with a client or a friend of one asking about financial advisors. “Do I know this firm?” “Are they any good?” “Can I trust them?”
All great questions, and all revolve around one root concern: What should we look for when we try to begin a relationship with an individual or company designed to give us advise one creating (or maintaining) wealth?
Well, there’s a BUNCH of ways to look at this challenge, but let me give you a few pointers and items to look at when it’s time to put your shekels on the line…
Hiring a financial advisor doesn’t have to be hard, and while there are countless competent folks who can do it, knowing what you want and how to ensure you’re getting good advise is the biggest and most important part. Of course we have a list of professionals we trust, and we’re happy to share our own suggestions, so just reach out to me or the team and perhaps we can help you find the right advisor.