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Working With A Financial Advisor
Content developed by CUNA Brokerage Services,
provided by Financial Partners Investment Services
Would you trust your medical diagnosis to a casual acquaintance? Do
you cut your own hair? For many things it makes sense to pay a
professional who has the expertise to deliver the best results. A
professional financial advisor can make all the difference when you
are looking to outline a sound, and achievable, financial plan.
Follow these six steps to establish a good relationship with a
professional financial advisor.
1. Choosing your financial advisor - One of the best ways to find a
financial advisor is through a referral. Begin with a trusted source
– inquire about financial advisors who are located at, or near, your
local branch.
2. Set up a consultation – Ask a great variety of questions to
evaluate if your financial objectives are well matched to the
financial advisor’s areas of expertise.
3. Discuss your goals and obligations - Your financial advisor will
need information about you and your financial situation, philosophy
and risk tolerance. Be candid about your income, debts, future
obligations, and current assets.
4. Ask plenty of questions - If you don’t understand something, make
sure to ask. And keep asking until the answer is clear to you.
5. Meet or speak regularly - To keep your financial plan moving in
the right direction, your advisor needs to know when important
changes take place in your life. Keep your financial advisor in the
loop.
6. Listen - Professional advisors can draw from years of experience
and help you maintain a long-term perspective on your investment
plan. Take the time to listen to what your financial advisor
has the say.
Working with a financial professional can be one of the smartest
things you can do to ensure you reach your personal and financial
goals. Following these fundamental guidelines can go a long way in
helping you get the most from the working relationship with your
financial
advisor.
Contact a
Financial Partners Investment Services representative today and
learn more! Simply call
714.861.1698.
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