How to Find the Right Investment Advisor
Are you looking to invest? Perhaps you just want some help with your financial planning or even your estate planning. Finding someone that can truly help you is difficult sometimes, simply because there are so many options to choose from. The Internet is full of so-called experts that can help you make wise investments and financial decisions, but how do you know whom you can really trust?
It takes some work, but we’re talking about your financial future, which is definitely worth the time and effort. There are several things you can do when you are looking for the right investment advisor. Let’s take a look at a few of them.
- Shop around – take the time to interview several candidates and make sure they can meet your needs.
- Experience counts – although everyone has to start somewhere, there is definitely something to be said for an investment advisor with real experience.
- They do get paid – financial and investment advisors get paid for their services so you need to make sure you understand how their pay structure works. That’s because they can all differ. For example, financial planners and stockbrokers are usually paid differently.
- Considers your needs – look for someone who is invested in you and your needs and who can come up with a plan that fits those needs.
The bottom line is it’s your money and your future. Make sure you do your homework before making any big decisions regarding your investments and financial planning. You can learn more about choosing a good investment advisor by clicking here. You can also learn more about our other services here.
To receive our free newsletter, contact us here.
Subscribe to our YouTube Channel for more interviews and updates.
This transcript was generated by software and may not accurately reflect exactly what was said.
Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
Heeten Doshi – The New Age of Investing
What is it like to start a business from scratch. Heeten Doshi describes his experience with learning the ins and outs of business as he started his Hedge Fund. Listen as he tells how the market works and how hedge funds play into it. Interview Transcript, Heeten Doshi – The New Age of Investing: …
Elliot Omanson – Deploying Success
Have you ever been confused with what career path you should take? Elliot Omanson know exactly what that was like. From one career to another until he became the CEO of OWLFI (a financial advisory institution). Listen as he describes his success path. Interview Transcript, Elliot Omanson – Deploying Success: Alan Olsen: Welcome to today’s…
Three Ways to Avoid Tax Audits, Expanded
Top three (of 10) ways to avoid a tax audit. From our series of the top 10 ways to avoid a tax audit, we thought we would go into greater detail about the first three tips. More to follow… We’ll explain how our list was created and expand upon each suggestion. The list was created…
Tino Go on how Baru is Disrupting Manufacturing
The Amazon for manufacturing has finally arrived! Tino Go, the CEO and Founder of Baru, tells his story and vision of creating AI machines which can execute the designs of your imagination. The Sky is no longer the limit anymore! Listen to how he has created a world class team and is changing the manufacturing…