How To Find the Best Financial Advisor for Your Need

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There are, quite literally, hundreds of thousands of people who say they provide financial advice. Many call themselves financial planners. Financial advisor and financial planner are terms used very loosely by advisors and their firms.

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Do I Need a Financial Advisor

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Here are four traits we believe your financial advisor should have:

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Services a Financial Advisor Should Offer

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Financial Advisor Compensation

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What Type of Financial Advisor?

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How To Find the Best Financial Advisor for Your Need

There are, quite literally, hundreds of thousands of people who say they provide financial advice. Many call themselves financial planners. Financial advisor and financial planner are terms used very loosely by advisors and their firms.

Do I Need a Financial Advisor

To answer that question, you first need to decide what help you need in managing your finances. What kind of financial advice are you seeking?

Here are four traits we believe your financial advisor should have:

-Independent -Experience -Quality -Fee Structure

Services a Financial Advisor Should Offer

Financial Advisor Compensation

-Commission only -Fees and commission -Fee-only

What Type of Financial Advisor?

-Robo Advisor -The Traditional Financial Advisor -A Virtual Financial Advisor

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