When it comes to investing, trust is crucial. You’re not inclined to give someone control of your life savings if they haven’t proven themselves trustworthy.
When it comes to investment fees, a little knowledge can be very dangerous. I have been running a fee-for-service business for the last fifteen years which has provided me with extensive experience in this area.
When it comes to deciding which financial advisor to work with, consider the advisor’s registration and designations, as they change everything.
What’s the most important trait in a financial advisor? In our opinion, it’s trustworthiness. If you know you can depend on your financial advisor, all the other pieces of your working relationship fall into place.
Generally, people appreciate their independence. Having the freedom to make decisions with minimal limitation is important – that’s why we choose to work as an independent financial planning firm.
Imagine setting up a meeting with your financial advisor to discuss your investment portfolio. Imagine that, in this meeting, your advisor hands you documents outlining someone else’s portfolio.
It’s easy to access information nowadays. If we’re looking to purchase a product, we can shop around for the best price, read reviews on product quality, and make decisions based on mass opinion.