Seeking a New Advisor
Does this describe you?
You have over $500,000 in investments and retirement accounts.
You want to delegate the management of these monies to a team of professionals.
You see the value in working with a fiduciary and fee-only advisor.
Would you like to work with an advisory firm who:
1
Provides clear recommendations, spells out your options, and eases decision-making?
2
Helps you understand the “why” behind their recommendations?
3
Offers distinctive guidance without an incentive to sell financial products or earn commissions?
Do you want a guide to help you:
– Craft a sustainable investment and financial plan?
– Optimize your taxes and understand the impact of investment fees?
– Give to charitable causes in a more tax-efficient manner?
– Seize opportunities, avoid mistakes, and uncover blind spots?
If you’re ready to take the next step…
To learn more about our most important factors to consider when hiring a financial advisor, download your complimentary guide,
“Our 5 Keys to Choosing a Financial Advisor”.
Additional Resources
12 ways an excellent financial advisor adds value – P&A Blog
The 10 most frequently asked questions by prospective clients – P&A Blog
Why investment fees matter – P&A Blog
5 ways we’ve helped clients recently – P&A Blog
