This is your Green Grosser, helping you gross green today. Now we are going to discuss how to find a good Financial Advisor. The Financial Advisor’s job is to identify your needs and goals and guide you to them with as little risk as possible. Financial Advisors should be able to share with you a value statement, which could be as follows: “My job is to help you realize your financial dreams, while helping you avoid pitfalls you never even knew existed.” He or she will develop a comprehensive financial plan, make recommendations, temper expectations with reality, address risk, volatility, liquidity, and all financial needs. You should seek someone with experience, training, and education. Your Financial Advisor should share similar life experiences and be a specialist in the fields of concern, such as income needs, retirement needs, etc. It is most important that you trust and are comfortable with your FA. Your FA will have a disciplined approach to investing, a regular contact system, at least an annual formal review policy, and be accessible for questions and concerns. This professional can be found by word of mouth, referral, or by phoning managers of local brokerage firms and asking to interview Financial Advisors within your parameters. From GreenGrosser.com, this is your Green Grosser with your tip to help you gross green today.
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