“Life is about timing.”
So, when is the right time to find a new investment advisor or financial planner?
You may have realized that working with a big firm—or one with an investment philosophy or service level that didn’t quite fit—isn’t working out.
Or perhaps you find your current firm acceptable to work with, but you also have concerns about fees or attempts at selling insurance or other financial products.
And there’s always the chance that you’ve never worked with an investment advisor or financial planner before. You’ve done very well on your own, but maybe you’ve decided to let someone else do most of the legwork.
Whatever your inspiration, you seem fairly interested in at least considering the move to working with a new advisor. So, even if you’re just starting to think about it, we’d love to hear from you.