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.
Jan Geldmacher, President of Sprint Business
Interview Transcript, Jan Geldmacher, President of Sprint Business: Alan Olsen: I’m visiting here today with Jan Geldmacher. And Jan is currently the President of Sprint, Jan Geldmacher: Business, Alan Olsen: Sprint Business and telecommunications. And, and welcome. Jan Geldmacher: Thank you for having me. Alan Olsen: Jan for the listeners, can you give your background…
David Crane, President of Govern for California
Interview Transcript, David Crane, President of Govern for California: Alan Olsen: Can you share a little about your background? David Crane: I was born and raised in Denver and graduated from public high school out there. I graduated from the University of Michigan and came out to California in 1977 to go into law school.…
Fed Lowers Interest Rate, Still Undecided on Future Cuts
Recently, it was reported; the Fed lowers interest rate, still undecided on future cuts. Amid much disagreement and uncertainty, the Federal Reserve lowered the national lending interest rate to a target range of 1.75 percent to 2 percent last week. Although the move was highly anticipated, it didn’t come without criticism from both sides of…
Aaron Anderson – Principal at Impact Venture Capital
Interview Transcript, Aaron Anderson, Principal at Impact Venture Capital: Alan Olsen: Aaron, in addition to having a very strong educational background, Harvard MBA and you’re working in venture capital. Can you tell us how you started off with your schooling? Aaron Anderson: I was a double major at Brigham Young University studying political science…