You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.