5 Vital Steps To Choosing A Financial Advisor

June 19, 2017

Schedule A FREE Consultation

Should you talk to a Financial Advisor?
Ask for Financial Planning?
Asset Management?
Wealth Management?
Investment Management or an  investment manager?
Investment Adviser or Registered Investment Adviser?
What really matters to the client is not immediately apparent from any of these names, but this becomes very clear when you focus on 5 key areas.

Fiduciary Distinctions
Financial Planning
Investment Management
Client Service
Total Client Cost
Here is how to look at these 5 areas to find the best advisor for you (Click present in the top right corner of the link below):

https://docs.google.com/a/belpointeasset.com/presentation/d/1Rj9SPmWcLWqeU1aD6udDCzvR9v_Qb2-ybR4dsdf9OG4/edit?usp=drive_web

 

Start Today

Investing like the best can lower your stress and risk levels while bringing you higher, long-term returns. It can provide a stable platform for planning and give you more financial security now and for the rest of your life. Let’s get started.