Published by Colin Casey CFP®
What is it that you are looking to get when working with a financial advisor? There are many individuals in the financial services industry that use the title “financial advisor,” making it somewhat of an umbrella encompassing several different roles.
In reality, these men and women specialize in any number of areas, including as an insurance specialist, an investment manager, a Certified Public Account, an estate attorney, a financial planner and the list goes on. So, what is the right financial advisor for you, and how do you find them? The answer on how to find the correct financial advisor depends on what outcome both parties are looking to accomplish together.
For example, at Stonebridge Financial Partners, the outcome we work toward is simple: We want to help our clients make the best financial decisions based on their personal life goals. Our desire to see others live life to its fullest inspires us to build a customized plan that gets them from where they are today to where they want to go tomorrow. Our team then travels with each client along life’s journey, making changes to their plan as needs arise so that with each passing year goals become closer than ever before.
It’s extremely important for you, as an investor, to do your homework prior to choosing a financial advisor. In addition to exploring outcomes and relationship value, you should also expect for them to be able to equip you with the tools you need to be successful. Use these ten questions we have compiled to further assess a potential financial advisor: https://www.stonebridgefinancialpartners.com//insights/infographics/10-questions-to-ask-your-advisor/