It can be hard disclosing your financial matters to an advisor. It can be even more difficult to rely on that person to guide you in reaching your financial goals. Trust makes the difference.
Ask Brent Keith, CFP®, ChFC®, CASL®, a wealth management CERTIFIED FINANCIAL PLANNER™ Practitioner for First Financial Services, for the one piece of advice he’d give someone wanting to take control of their financial matters. His answer: get with a trusted financial advisor.
Trust is the foundation of any relationship, and it’s especially important when you’re relying someone else’s expertise and insights to help guide you towards your financial goals.
To find an advisor you can trust, start by getting referrals and references. Ask questions to get a sense of the prospective advisor’s working style. Go with your gut instincts. If you don’t like the answers you get, keep looking. For more information on finding a trusted advisor, read Key Considerations for Finding the Best Financial Advisor. Then use the LPL Find an Advisor tool.