What questions should your financial advisor ask you?
When we meet with new clients, we ask questions.
We might ask things like:
- Did you understand all the fees you were paying?
- Was your broker a fiduciary?
- Were you satisfied with the attention you were receiving?
Then we explain how being independent gives our firm the freedom to give our clients the attention they deserve.
We can put a plan together that makes sense for them.
Independence lets us do that.
We feel just as this independent financial advisor, who talks about the questions he asks his clients and how being independent gives him more freedom to act in his clients’ best interests.