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THE IMPORTANCE OF SEEKING A SECOND OPINION

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If you are like many successful individuals, you already work with a financial advisor. You may even have relationships with several. If you feel completely confident that your financial plan will meet your short term and long term goals, congratulations! Sometimes, however, you may feel unsure about your plan. This can happen when market conditions or family situations change. Like with medical advice, it may be a good idea to seek a second opinion from time to time.

Where Should I Go?

The financial landscape has become confusing for consumers as the lines between various financial professionals have become blurred. Many experts suggest seeking help from a Registered Investment Advisor. These professionals must follow a “fiduciary standard” when it comes to giving financial advice. This means that, by law, they must only operate in their client’s best interest.

How to Choose

Once you have a few candidates in mind do your detective work. Visit their websites to check their qualifications and areas of expertise. During your interview process be very specific about what you are looking for and prepare some questions. Be honest and open about your objectives. Find out what their process is, how they are paid and what makes them different from their competitors.

Remember things change and when they do, it’s always a good idea to make sure you are on the right track with your financial plan.

Contact Us To Start Planning Today!

Call 1-800-313-PLAN (7526)

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1-800-313-PLAN (7526)

stu@wealthpreservationllc.com

CA License # 0B50521  

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