-- Research and due diligence are necessary before hiring a new financial planner or advisor. Pheonix, Arizona-based financial management firm, Heritage Wealth Solutions, published a recent article on questions they have been asked before being hired by new clients. The article shares topics and issues to think about when hiring a financial planner. Entitled “Questions To Ask When Hiring a Financial Planner,” it covers topics such as qualifications, experiences, client relations, and more. To avoid conflicts of interest or be a victim to a scam, those looking to hire a financial planner can get the complete questionnaires on the article at https://heritagewealth.pro/questions-to-ask-when-hiring-a-financial-planner/.
The primary role of financial planners is to identify the best solution within a financial field that will bring the desired financial goals within a set timeframe. Therefore, questions like client relations, qualifications, and expertise are essential. However, to have a financial planner who will look out for the clients’ best interest, it is crucial that financial planners follow fiduciary standards. The statement is best argues in the following exert from the article:
“An advisor working in a fiduciary capacity can be a sole advisor or even the entire financial firm that takes action on behalf of you by putting your interests ahead of their own. It requires being bound both: ethically and legally for your financial planner to act in your best interest. “
In the article, Chris Hilyer, owner of Heritage Wealth Solutions, encourages people also to ask themselves what is important for their financial goals. He says in the article:
“You are in need of a financial planner that will help you establish a reliable and stable future. “
Anyone who has a specific question about financial or wealth management or looking for financial planners in Phoenix, AZ Area can contact Heritage Wealth Solutions via their website at https://heritagewealth.pro.
The full article is available to all at https://heritagewealth.pro/questions-to-ask-when-hiring-a-financial-planner/.
Release ID: 89027176