Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success.
Whether you are preparing for retirement, planning an estate, selling a business or handling a wide range of complex financial matters, having the right advisor relationships in place is vital.
This guide explains some areas you may want to consider before selecting a financial professional. In addition, we provide questions you should be asking prospective advisors before hiring them.
We hope you find this guide useful in researching and finding a great advisor. Remember, only you can decide whether to work with a financial advisor or not and you shouldn’t feel pressured to make a decision quickly. Always trust your instincts and don’t be afraid to push for more information.
Here at Dechtman Wealth Management, we work hard to make sure our clients understand all the options available to them so they can make educated choices. After considering your options, we hope you’ll make Dechtman Wealth Management your choice! Please feel free to call us at 303-741-9772 or click here to schedule your complimentary consultation.