DO YOU NEED A FINANCIAL ADVISOR?

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DO YOU NEED A FINANCIAL ADVISOR?

Presentation transcript:

DO YOU NEED A FINANCIAL ADVISOR?

Portfolio Analysis

Portfolio Design & Management

General Investment Advice

Budgeting & Retirement Income Planning

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

THREE TYPES OF ADVISORS

Money Managers Financial Planners Wealth Managers

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!

THANK YOU