Why do you need a financial advisor?
Today’s financial landscape is as complicated as ever. Choosing the right financial advisor can help you navigate this complexity so that you can make educated, informed decisions on what is best for you and your family.
1. Ask for references. Ask your CPA or estate planning attorney. In many cases, they already have a working relationship with a financial advisor. You should also consider asking friends and family members for a recommendation if they are in a similar stage of life and financial situation.