Your future is often on your mind. Unfortunately, it may be only an afterthought for your financial advisor.
You probably already have an advisor (or two), even if it’s just someone helping you at the bank. When is the last time you checked in with them and had a clear, focused conversation about your retirement goals?
Does your advisor have the tools and knowledge to help you in the best way possible? And even if they are capable, do they have your best interests in mind or are they just offering the products that will give them the best commissions?
Typically, financial advisors will put 80% of their effort into the top 20% of their clients.
The rest? They’ll be set to “default” and largely ignored. If you’re not getting a call at least once per quarter, then you’re not in the 20% and you’re being underserviced.
If you suspect your financial advisor isn’t giving you the individual attention you need in order to maximize your investments, we can help.