25 Questions for a Potential Financial Adviser

25 Questions for a Potential Financial Adviser

ID-100260386

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

perryBusinessExit

Posted: June 24, 2014

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

Direct Phone: 812-602-6306

Email: npmoore@paynewealthpartners.com

Share your thoughts by tweeting to @PayneWealth or follow us for more useful information!

start-the-conversation

The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. 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.

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
Let’s help clients lead their best life and leave a powerful legacy. Together!  Career Opportunities