7 Critical Questions to Ask Your Financial Advisor During an Annual Review
The best way to get good financial advice is to ask the best questions. Your financial advisor should be asking great questions, but you should be responsible for being prepared with your own questions as well.
Watch this video to learn seven powerful questions to ask your financial advisor during an annual review and before the year end.
🏝 [WHAT ISSUES SHOULD I CONSIDER BEFORE THE END OF THE YEAR]
Get the same checklists we use to help clients plan for retirement
👍 [GET YOUR FREE RETIREMENT PLAN]
🎁 [GET THE FREE GUIDE]
25 Questions to Ask a Financial Advisor in the First Meeting
Disclosures: Covenant wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant wealth Advisors unless a client service agreement is in place.