5 Things to Ask Your New Financial Advisor Modest MoneyLeave a comment

If you are someone who cares about money, you are likely to have many financial advisors in your life. Being broke is easy, but building wealth and security takes effort. A good advisor will provide guidance and perspective, alerting you to financial realities you may not find out about on your own. A good advisor can work like a coach, a counselor, or a manager. The best are some combination of the three, though they will vary according to your needs. If you are looking for your first real financial advisor, or if you are seeking a new one, here are 5 things to look for.

Do You or Your Firm Sell Financial Products? First of all, check if there is a planning fee for meeting with your prospective advisor. Also, find out if he or she is in the business of selling financial products. You don’t want to deal with someone if they are in the business of anything but giving you good counsel. A Personal Financial Specialist is an example of someone who can act as comprehensive advisor to someone getting their start in focused personal finance. For those with higher income, Certified Public Accountants can…
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This entry was posted in Financial Advice, and tagged Modest MoneyLeave a comment
By : Adam | 18 Dec 2014
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By : Adam | 12 Dec 2014

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By : Adam | 11 Dec 2014

By Ben Reynolds with Sure Dividend Dividend growth investing is not for everyone.  It is a specific style of investing that focuses on finding high quality businesses that have the ability to increase dividend payments year after year.  Dividend growth companies increase investors passive income as …

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