Advisor Test

Does your current advisor:

1. Know you and care about your priorities?

Yes | No

2. Provide objective fee-only advice?

Yes | No

3. Review your goals with you on a regular basis?

Yes | No

4. Give you peace of mind and help simplify your life?

Yes | No

5. Offer strategies to reduce the cost of investment management?

Yes | No

6. Know where your pertinent financial information is including Wills, Trusts, etc?

Yes | No

7. Proactively thinks about the investment markets and economy?

Yes | No

8. Present ideas for your consideration and follows up on those suggestions

Yes | No

9. Lead an exceptional team to accomplish your goals?

Yes | No

10.  Give you the results you desire?

Yes | No

If you can’t answer these questions “yes” to your satisfaction, you deserve a firm that can meet your needs.

Please contact us for a FREE consultation