7 Mistakes People Make When Hiring a Financial Advisor 🔎

Choosing a Financial Advisor? [Whale Large Capital]( [Logo]( 7 Mistakes People Make When Hiring a Financial Advisor [Take Retirement Quiz]( Get matched with up to three vetted financial advisors who serve your area SPONSORED BY SMARTASSET [Man]( Working with a financial advisor can be a crucial part of any healthy retirement plan. But [choosing the wrong one]( could potentially wreak havoc on your retirement. A 2022 Northwestern Mutual study found that 62% of U.S. adults admit their financial planning needs improvement. However, only 35% of Americans work with a financial advisor.1 While advisors are prohibited from promising returns, research suggests that people work with a financial advisor: - Feel more at ease about their finances, and - Could end up with 15% [more money to spend in retirement](.2 SmartAsset’s [no-cost tool]( simplifies the time consuming process of finding an advisor. Answer a few questions to get matched with up to three vetted financial advisors serving your area. All advisors on the platform have been rigorously screened through a proprietary due diligence process and are legally bound to work in your best interest. Ready to know what to look out for? Being aware of the 7 common mistakes people make when choosing a financial advisor can help you potentially save years of stress. [See all 7 mistakes >>]( Try SmartAsset's Financial Advisor Matching Tool Get retirement ready. Try this free quiz to get matched with up to 3 vetted financial advisors serving your area. [Get Started]( Sources: 1. “Planning and Progress”, Northwestern Mutual (2022) 2. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study. Note from editor: From time to time, our readers receive messages that we think will be of interest to them. These messages are screened and only the most interesting ones are presented to you. So the above message, in our opinion, deserves your attention. [Whale Large Capital]( For any personalized assistance or questions, simply reply to this email for a swift resolution. Contact us at support@whalelargecapital.com for other concerns. 200 Continental Dr Suite 401, Newark, DE 19713 © 2024 Whale Large Capital [WLC]. All Rights Reserved. [Unsubscribe]( [PRIVACY POLICY]( [TERMS]( This email was sent to {EMAIL}. If you are no longer interested you can [unsubscribe instantly](.