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.
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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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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