Tag Archive: refinance my loan

Is It Time to Look for a New Financial Advisor?

If you're currently working with a financial adviser, you will want to read the following situation. While we would all like to believe that our investments are securing our financial future, that isn't necessarily the case. Find out more details about financial advisors via http://northwestcapitalservices.com/investment-solutions.php.

Is It Time to Look for a New Financial Advisor?

The story goes that an individual or a company hires an advisor to invest certain funds, together with the notion that this money will grow within a specific period of time. Even though the marketplace, as a whole, is performing well, the person finds his specific investments aren't performing as well as he would like. Going through the monthly invoice, the customer has questions, therefore, naturally turns to his adviser for answers. 

Reality Check

Does the above scenario sound like your financial adviser? It's unfortunate but actually happens more frequently than we would all like to believe. If your 'once useful' and confident financial adviser does not have the answers to your basic investment questions, it could be time to jump ship. 

Has your financial adviser stopped taking your calls? A reputable financial adviser ought to be present to clarify your investments, answer questions concerning charges, and continue to be accessible, even after your plan is set up.

Your specialist does not know any more than you do. Unfortunately, many financial advisors have the name, but not the expertise to back this up. In case you've become more educated in your investments, financial plans, and wealth building than your current advisor, it could be time to proceed.