Financial advisors offer more than just investment management. Consider what kind of help you need before you start your search. Not all financial advisors are created equal, look for advisors with professional memberships and certifications. Understand how your advisor is being paid.
What services does a financial advisor provide?
Services offered by financial advisors vary from advisor to advisor, but they may provide financial advice on any of the following topics: Investment advice: Financial advisors research different investment options and make sure your investment portfolio stays within your desired level of risk.
How do you communicate with your financial advisors?
Establish expectations for ongoing communication. Collaboration with advisors: Will you collaborate with your other advisors, such as CPAs or attorneys? Coordinate efforts for comprehensive financial management. Related: Find A Financial Advisor In 3 minutes
