Your choice of a financial advisor should be the result of sound
research.
You must locate appropriate candidates, understand their credentials,
check references, and conduct interviews in which you ask the right
questions. It can be a daunting task. So daunting, in fact, that many
otherwise savvy people have cut corners - opting instead to rely on
recommendations from family and friends, chance meetings, or
advertisements. Sadly, this has left many people unsatisfied with
their advisors and dubious of the value of financial services in
general. However, trust that spending time to hire the right financial
advisor will make all the difference in turning a plan for your
financial future into permanent wealth and comfort.
The first step in choosing a financial advisor is to identify your
needs — most importantly, a professional must be able to provide the
specific information and unique advice that you require. And you must
find a professional that can perform the services you desire given
your personal constraints such as location, net worth, portfolio size,
etc. Identifying professionals that meet these basic criteria can be
very difficult. Individuals often rely on crude research methods such
as personal recommendations or even the Yellow Pages. Neither of these
methods are ideal. Professionals recommended to you, though they were
obviously well-suited to the recommender, are not likely to also be a
perfect fit for your unique financial situation, and the Yellow Pages
can be even less effective because their ability to provide detailed
information about individual advisors is severely limited.
Areas to
research are:
Investing
strategy
Profiles of
existing clients
Average
account size
Sample
financial plan
Risk
tendencies
Fees and
commissions
Favored
investment vehicles
Existence of
liability insurance
Availability
of references
Any
disciplinary actions
Naturally, you
will be the one to determine which of these factors are most important
to your ultimate decision. Above all, you should feel comfortable with
the professional that you choose. You want someone that you have
confidence in; after all, this is your money that we’re talking about.
No matter what his or her title is, your professional should seem like
the right choice to you.
Good luck in making this important decision!
Give us the opportunity at Glynn Financial Services, LLC to entrust
your confidence. Call (262) 644-2053 for a consultation today.
1155 E. Commerce Blvd.
P.O. Box 183
Slinger, WI 53086
Fax (262) 644-7777
What We Can Do For You Accounting Services
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