Don’t Hire A Financial Advisor (Without Asking These 12 Questions)

#FinancialAdvisor #MoneyTips #RetirementPlanning #PersonalFinance #Fiduciary #FlatFeePlanning #SmartMoney

Before you entrust your financial future to a financial advisor, make sure you’re asking the right questions. In this short video, we break down the 12 most important things to ask any financial advisor before hiring them—so you can avoid conflicts of interest, costly mistakes, and mismatched advice. And stick around until the end when financial advisor Steven Boorstein, CFP® professional offers a bonus question that may stump many non-seasoned advisors who aren’t providing the type of advice you’re seeking!

If you enjoyed this video, check out the longer version where we go into more detail on each question.

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⚡️⚡️⚡️IMPORTANT, PLEASE READ! Yes we are financial planners, but unless you are our client, we are NOT YOUR financial planner! The information presented in this podcast is intended for informational and educational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only. RockCrest is a state registered investment adviser in New Jersey and Pennsylvania, principally located in Somers Point, NJ. Registration does not imply a certain level of skill or training.
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