facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right
College Planning Investment Retirement Funding Tax Planning Giving Strategies Financial Planning

The Right Questions to Ask When Looking For a Financial Advisor

%POST_TITLE% Thumbnail

When people I meet discover what I do for a living I am often asked what to look for in a financial/investment advisor.  I love this 30 second spot that the CFP® Board started running this spring on national television as it takes on this topic using comedy while striking home the point of WHY asking the right question can have a big impact on our future outcomes.  I have also added a link to another YouTube video that I had done with a few more additional questions that can make a huge difference between financial success and failure.  Enjoy!!

If you have additional questions please do not hesitate to shoot me a quick email at Michael@feeonlyretirement.com or hit the "Lets Chat" Button on the home page to get pointed in the right direction.

Between industry news and personal experience.