Ask Your Financial Advisor

Finding an advisor you can trust is important. At Structured Financial Services, we are committed to educating and empowering you to reach your financial goals.

Already Have A Financial Advisor? Here Are Good Questions To Regularly Ask Your Advisor

Below is a form that you can download and use to reference when asking questions.

Download this form by clicking the 3 dots (•••) below the form image here

Once you have chosen a financial advisor, it’s important you check in with them throughout the year to see how your investments are performing and make any necessary adjustments.

Here are several helpful questions to ask your financial advisor and keep your financial strategies on track.

1. How is my current portfolio working toward my goals?

2. What’s missing from my financial plan?

3. When should I rebalance my portfolio?

4. When should I readjust my investment strategy?

5. How will my investments affect my taxes?

6. Am I protecting my assets?

7. Do you have all my current personal information?

Our goal is to be transparent in all we do.

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals, but to thrive in their everyday lives and into their retirement years.

  • We Are a Fully Recognized Fiduciary

  • It Is Our Desire to Help Educate All of Our Clients

  • Our Goal Is to Be Transparent on ALL FEES

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Independent Financial Services

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals but thrive in their everyday lives and into their retirement years.

Nickolas Moes | Chief Executive Officer and Founder

CONTACT US

Direct Line: (682) 557-9603
Home Office: (214) 677-0201
Address: 8841 Davis Blvd, Ste 200, Keller, TX 76248
Email: [email protected]
General info: [email protected]

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Advisory services through Verity Asset Management [Registered Investment Adviser]. Structured Financial Services is not affiliated with Verity Asset Management. www.verityinvest.com