Questions to ask yourself:
1) Do I trust my current advisor enough not to get a 2nd opinion?
2) Am I currently paying an upfront sales charge or a back end charge to buy mutual funds? Or, do you even know?
3) Are you certain how your current advisor is being compensated?
i.e. - A number of people we see are unaware of the fees and expenses associated with their accounts. Would it hurt to know for sure what your accounts are costing you?
4) Is your current advisor telling you the same thing (advice) as he did 2 years ago? 1 year ago? 6 months ago?
i.e. - The financial environment has drastically changed the last few years. Is it possible that the strategies that took you down over the last few years and caused you stress may not be the best strategies to bring you back up?
5) If there were something I could do to improve my financial situation, would I want to know about it sooner...or later?
If you think we may be able to help you - Click here to have someone from our office contact you for an initial appointment. It won’t be a waste of your time.
Please take a moment to fill out the form below and one of our friendly associates will be contacting you within 48 hours to set up a convenient time to meet in person.