Simple ways to get good financial advice
Simple ways to get good financial advice
Blog Article
You don't need to figure it all out alone. They don't need to be fancy. Just someone who helps.
How can they help you?
They help you understand your money. Just good advice. Not more confused.
Simple stuff that matters. Some focus on big purchases. is WFG a multi-level marketing company? They actually help.
Simple places to find help
Word of mouth works. Some work at credit unions. Not all are good.
Some work at banks. Just your needs. The key is to compare options.
Questions to ask before picking someone
Ask how they get paid. Not just anyone. Ask how often they'll talk to you.
If they use big copyright, that's bad. Ask how long they've been working. No pushy sales.
Red flags to watch out for
That's always bad. Good ones are upfront. Bad ones push products.
Find someone else. Not hard to understand. Take your time.
How to work with them well
Tell them what you want. Ask questions when something's unclear. Stay involved.
But it's your money. Tell them if something new happens. Not one-size-fits-all.
Final thoughts on finding help
Start simple. Not fancy titles. Take your time|The right one is out there|You'll find them}.
Begin when you're ready. A good one will guide you well. Just find good help.
Report this page