How to Find the Best Financial Advisor - Part 2
Have you been thinking about meeting with a financial advisor to help you better plan your finances and to give you advice on your financial situation? Finding a good and reliable financial advisor who offers what you’re looking for isn’t always easy, which is why it’s a good idea to take your time searching for one who’s a good fit for you. Here are some tips on how to find the best financial advisor for you:
Check Their Credentials
One thing that you should always do when looking for a financial advisor is to check their credentials and to make sure they are actually accredited. It’s important to make sure they are a certified financial planner (CFP) or a chartered financial analyst (CFA) or some other type of finance specialist, and their credentials can easily be verified online. While there are some financial advisors who operate without these credentials, having these credentials means they are more likely to be credible, reliable, and to work in your interest.
Find Out About Their Services & Areas of Specialization
Another important tip is to do your research and to find out about what kinds of services they offer. Not all financial planners offer the same services or specialize in working with the same types of clients or specialize in the same areas. That’s why it’s important to make sure the financial advisor you are meeting with offers what you’re looking for and specializes in helping clients like you.
Ask Questions & Get Clarification
Lastly, sometimes the only way to know if a financial advisor is the right fit for you and what you’re looking for or not is to simply contact them directly and/or meet with them in person. Ask them important questions and try to get clarification on the types of services they offer, how they can help you, how they get paid, and so on. Doing so will give you a better idea if a particular advisor is a good fit for you or not.
I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.