25 Questions for a Potential Financial Adviser

25 Questions for a Potential Financial Adviser


We came across a fantastic article that summarizes 25 questions anyone should ask a potential financial adviser they are considering.  Anyone that doesn’t know the answers to these questions about their current financial adviser should be asking them as well!  If your adviser is open and honest they should have no problem answering all of these questions in a transparent way.  Contact our firm any time you would like to hear our answers- we welcome the opportunity to discuss these important issues with current and prospective clients alike.  http://www.marketwatch.com/story/25-questions-for-a-potential-financial-adviser-2014-06-19


Posted: June 24, 2014

Authored by: Perry Moore, CBEC™, CFP®, ChFC®

Direct Phone: 812-602-6306

Email: npmoore@paynewealthpartners.com

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The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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