Discover the proven steps to select the
best financial advisor you can trust to
meet your life’s goals. It’s easy once you
know how.
Now may be the right time to find the best financial advisor for you. Especially if you’re facing any of life’s big events that needs extra planning, such as…
- You’re recently married, widowed, or divorced
- You’re saving for retirement, your kids’ college, or a bigger home
- Your financial situation changes or became more serious and you can’t afford to make a mistake
- Your life grows more complex, busy, and your needs expand with life insurance, investments, taxes, or estate planning
- OR… you simply don’t have the time, inclination, confidence, or expertise to manage your finances alone.
That’s where BottomLine Personal’s must-have guide, Choosing a Financial Advisor, can help.
Because of the challenges of financial planning and the impact the right financial advisor can have on your entire future, you’ll want to find a skilled advisor you can trust—someone who shares your core values and is ethical and transparent.
Sounds like a tall order. But you can find your perfect match with the proven methods you’ll discover in this handy guidebook, Choosing a Financial Advisor.
Remember, you don’t have to be “rich” to seek advice from a financial advisor. You may just need some extra expert planning to grow your wealth, avoid costly mistakes, and have your financial plans running smoothly.
In today’s complex and challenging world, Choosing a Financial Advisor will give you the practical knowledge and resources you need to find your perfect match to achieve your financial goals.
What’s Inside
- All financial advisors are the same, right? Wrong! It’s a catch-all term that’s frustratingly broad. Here’s what you must know about an advisor’s skills and expertise…and if it’s what you need
- Don’t be fooled by new-fangled certifications. We reveal the industry standards that ensure you’re hiring a quality financial expert
- Never overpay a financial advisor again. The advantages and drawbacks of today’s most popular fee structures…and the best arrangements to negotiate for
You’ll Learn About
- What indicators separate the good from the “bad” financial advisor. You’ll know it in the first meeting.
- Should you hire a financial advisor before you retire? The surprising answer.
- How to establish the most open, honest relationship with your advisor. The questions you must ask…and the background checks you must do. Skip this chapter at your peril
- Don’t be confused by the financial lingo. Our comprehensive glossary gives you a leg up on conversations with a new or potential advisor.
- And more!
Don’t wait. You’ve got nothing to lose and only a secure, happy, worry-free life to look forward to.