5 Questions to Ask When Choosing a Financial Advisor

Thank you for taking a moment to consider this message from our sponsor. Their support helps us keep our news subscription cost-free and enables us to continue providing valuable updates. We appreciate your continued support.   5 Questions to Ask When Choosing a Financial Advisor The questions you ask can help ensure you find the financial advice to help you plan to achieve your goals. [Take Retirement Quiz]( Find up to three advisors that serve your area, free! SPONSORED BY SMARTASSET Whether you're saving for retirement, considering major purchases, planning your estate, or just want a second set of eyes on your investments, hiring a financial advisor who you feel best suits your needs could be key. While advisors are legally prohibited from promising returns, research suggests that people who [work with a financial advisor]( feel more at ease about their finances and could potentially end up with about 15% more money to spend in retirement.² 5 Questions to Ask When Choosing a Financial Advisor 1. Are You a Fiduciary? Fiduciaries are financial advisors with a legal obligation to prioritize your interests as they manage your assets or money. 2. How Much Experience Do You Have? In addition to asking about their professional certification, it can also be a good idea to ask a prospective financial advisor about their overall experience. Don't be afraid to ask for references from current or previous clients, and be wary of a financial advisor who seems reluctant to provide this information. 3. What Type of Services Do You Offer? Some financial advisors offer a range of services, while others specialize in niche aspects of financial management. [Choosing an advisor]( who works exclusively with clients whose situations are similar to yours means they could be better equipped to offer the type of guidance and advice you may be seeking. 4. What's Your Fee Structure? Before you sign on the dotted line, you need to know how much your prospective financial planner will charge for their services. 5. What's Your Investment Approach? You should also consider asking prospective advisors about their investing approach. If you're not comfortable taking on a lot of risk, you could consider a financial advisor who advocates a more conservative strategy. How to Find a Vetted Fiduciary Financial Advisor This is the biggest hurdle for many. With thousands of daily Google searches for "Fiduciary financial advisors near me," "best fiduciary financial advisor," and "financial investment advisors near me," the hunt for a vetted fiduciary advisor can feel like a wild goose chase. But it doesn't have to be. And thankfully, it really isn't. Our [free matching quiz]( links Americans with up to three fiduciary financial advisors who serve their area so they can evaluate and choose the one who fits their needs. [Get your financial advisor matches today »](  Try SmartAsset's Financial Advisor Matching Tool Get retirement ready. Take this no-cost quiz to get matched with up to 3 vetted financial advisors serving your area. [Get Started](   The Republican Gazette is dedicated to promoting the values and ideals of the Republican Party and defending American freedoms. You are receiving this email because you subscribed on the Republican Gazette website. [Visit This Link to Unsubscribe From This Newsletter]( 1309 Coffeen Avenue, STE 1200, Sheridan, WY, 82801