Click me

How to Fire Your Financial Advisor

000 how to Fire Your Financial Advisor Don't waste anocher year with a bad financial adviser STEP 1 Get Your Account Statements Together Locate your most recent records or satements INSURANCE COVERAGE INVESTMENT ACCOUNTS 401(k) & IRA COLLEGE SAVINGS STEP 2 Find a Financial Professional to Help Ask your FRIENOS and FAMILYahom they use for financial advice bu make sure you DO YOUR OWN RESEARCH A. Create a list of candidates Dont put your future at stake on someone LOOK ONLINE ehe's recommendation. ASK FOR REFERRALS Treat all advice with a bit of sepin un you've done your own research. B. Os a bachground chedh secvietotshom You should do a background chec on your adsor candidates. Luckily the US. Government provides bwo excellent background checking tooh. The inks are shown above. c. Chech credertals Certified Financial Plannere While certiication are not everything you should gve etra crede to investment professionals who Mu havea colege g and be educated awdeng ance c pas a to day CPA and PFS personal The on enarted have them have at east thee yearseperienor and abide

How to Fire Your Financial Advisor

shared by delwin on May 16
1 share
A step by step guide on how to fire your financial advisor and find a better one.


Unknown. Add a source


How To
Did you work on this visual? Claim credit!

Get a Quote

Embed Code

For hosted site:

Click the code to copy


Click the code to copy
Customize size