Find the Right Financial Advisor for You

Find the Right Financial Advisor for You

Finding a good financial advisor is important.  Finding the right one for you can be extremely beneficial.  Consider:

  • Who your friends’ financial advisor is (similar life experience gives you knowledge.)
  • Find out if the advisor if fee-based (paid for the advice they give) or commission based (paid for the products they sell.)
  • Which compliance standards they follow Fiduciary Standards or Suitability Standards.
  • Follow your gut instinct if this should be the advisor that is right for you.

Also, let’s talk!  I want to connect with you personally!

  • Wednesday, Sept 9th, 6pm, Pacific (9pm, Eastern)
  • Go to look for Amy Robles, Money Management

Questions?  Let’s talk:

Ready to get your finances in order?

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The episode “How to Find the Right Financial Advisor for You,” first appeared on Think Enriched.

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