Finding the Right Financial Advisor [Episode 8]

How do you find the right financial advisor for you? This question is so common, but the answer is often unknown. If you’re passionate and willing to invest the time and energy into learning and nurturing your own finances, then you don’t need a financial advisor telling you what you already know. But for those of us that aren’t as knowledgeable, it’s imperative to do your homework when it comes to finding a financial advisor that puts you and your financial goals first.

To truly discover the best financial advisor for you, there are several factors to consider. Jim walks us through each avenue of financial advising and details the pros and cons to each. Jim discusses captive and independent financial advisors and shares what aspects of the two to weigh into your decision. He gives insight into certifications for financial advisors and what information they convey. Through his knowledge and experience, Jim offers us an insider’s perspective into the key factors to consider when searching for a trusted and credible financial advisor. 

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Retirement Planning Guy