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How to Evaluate an Advisor (4 basic questions)
Manage episode 286983080 series 2880043
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Have you ever wondered how to objectively compare Financial Advisors? This episode gives you 4 basic questions you can ask any advisor and compare the results. You'll be amazed how simple this for is and how easy it is to use. The form is available as a PDF on our website under the forms tab. This form will help you discover basic information like: Does the Advisor have any disclosures? A disclosure is in the advisors file due to issues like Civil Actions, disciplinary actions by the government, Bankruptcies, typically negative information that you should be aware of before giving you money to them. In addition, you'll find out if they only work with investments, or can work with you holistically and help with insurance needs. Most advisors should be looking at your complete financial picture and Insurances certainly play a part, whether its Life insurance, disability, Long Term Care, or Medicare Insurance. And finally, you'll discover if the advisor is a Fiduciary. In other words is the advisor legally bound to put your interests before their own and the firms interest. Feel free to reach out if you have any questions.
You can get the form on our website at : https://www.florida-retirement-services.com
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