Broker Check

Q’s For Your Advisor

Questions To Ask Before Hiring Your Financial Advisor

How are you compensated?

Do you have any incentives to recommend certain products over others?

Are you only permitted to offer a limited selection of investments?

Do you have a fiduciary responsibility to keep my best interests at heart?

Do you think we will ever have another bear (down) market?

In managing my investments, what strategy will you implement to potentially preserve my assets in the event of a prolonged market correction or crash?