6 Questions To Ask An Advisor

Did you know over 70% of people searching for a financial advisor have experienced some sort of life-changing event? Whether starting a new family, making a major career change, or reaching the critical point of retirement planning, “life in motion” has occurred.

There are sites such as www.napfa.org or www.feeonlynetwork.com that can be a great resource in your search; however, not all advisors are the same and it is extremely important to ask the right questions when interviewing possible candidates.

Once you have narrowed your choices to a select few, use this guide to help ensure you find the best advisor for your financial situation.

The post 6 Questions To Ask An Advisor appeared first on BlueSky Wealth Advisors.

About the author

David Blain

David is president and chief executive officer at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. David is primarily responsible for defining the overall firm policies, strategy and goals. He also formulates advanced financial planning and complex tax strategies for clients, and is responsible for setting the firm wide investment strategy.

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