Our simple checklist for finding the right financial advisor:
1. Has your advisor run a financial diagnostic evaluation
to assess your specific needs?
2. Has your advisor asked the right questions to develop
a clear, specific plan for:
a. Wealth Enhancement?
b. Wealth Protection?
c. Wealth Transfer?
3. Does your advisor know what’s important to you and
where you are headed?
4. Does your advisor know who is important to you?
5. Does your advisor employ a consultative approach to
managing your wealth?
6. Do you have confidence that your plan is effective
and on track?
7. Is your investment plan specifically designed to fit
your needs or is it a boilerplate approach?
8. Is the service from your financial advisory firm
proactive?
9. Whom does your advisor work for and how is he or
she compensated?
10. Are you sure your best interest is the sole
determinate for your investment plan?
Discover how Rogers Capital Management, Inc. provides solutions to these important questions. Contact one of our experienced wealth managers today or simply use the “Contact Us” button on our website to discover how we ensure our clients stay wealthy!
