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.