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Do You Have the Right Financial Advisor Working For You?
Does Your Advisor:
  • disclose how much and how they are paid?
  • provide a list of all the services that you are entitled to?
  • build the right investment strategy to minimize taxes, maximize investment returns and reduce the effects of market volatility?
  • build the right wealth strategy to protect and grow your wealth for you, your family, your business and your estate?
  • help avoid the big mistakes that could destroy your wealth?
  • build the right strategy to minimize taxes for you, your family, your business and your estate?
  • help you plan for expected and unexpected financial situations?
  • create a strategy to build a long term family legacy?
Who's Investing Your Money?
Will Give You the 7 Key Questions You Must Ask to Find Out!
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5.0 out of 5 stars Great book for those new to investing or unsure of exactly what they are getting from their advisor
By horrorgirldonna on August 2, 2016
Format: Kindle Edition Verified Purchase

Investing can be confusing for many people—I know it’s a challenge for me. It’s difficult to know exactly how to invest wisely and the wrong advice can be extremely detrimental to your pocketbook or bank account. Baby boomers, those who own business or run family businesses or farms hire the wrong financial advisors who don’t have the knowledge to invest wisely for their clients. Not only does the wealth not increase, it may be lost all together.

This book helps you learn to ask the right questions in order to find the right advisor for your situation. You will learn how to spot an advisor who has the know-how, knowledge, and experience, and how to recognize which ones are feeding you simply what they believe you want to hear.
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