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.
How to Become a More Decisive Leader
How to become a more decisive leader? Have you ever been faced with a choice that was so difficult you couldn’t make a decision? Being indecisive can be highly detrimental in the workplace, especially for leaders. Sometimes indecisiveness can be even worse than making the wrong choice. So what can you do to be a…
How to Make Your Retirement Savings last Longer
How to Make Your Retirement Savings last Longer How’s your retirement nest egg looking these days? Whatever your situation: already living off your retirement savings, still a few years away, or you’re just getting started on that nest egg, planning and saving for retirement is very important. But once you have that nest egg saved…
Want to Keep Your Passport – Pay Your Tax Debt
Want to Keep Your Passport – Pay Your Tax Debt. Are you planning an exciting vacation abroad any time soon, or an important overseas business trip? Before you leave the country, you better make sure you don’t owe any back taxes. The IRS recently reminded taxpayers that if they have a tax debt of greater…
Trust Your Tax Return to the Professionals
A question millions of US citizens annually ask themselves prior to April 15th. Should you DIY or trust your tax return to the professionals? Every year many thousands of modest, honest and hardworking US citizens discover they owe the IRS still more money upon completion of their tax returns. It’s a lousy feeling. Now imagine,…