Questions to Ask a Financial Advisor – Federal Employee Edition скачать в хорошем качестве

Questions to Ask a Financial Advisor – Federal Employee Edition

There is a revolution trying to improve how people work with Financial Advisors. Unfortunately, many people still work with salespeople that are primarily focused on their own revenue. We know there is a better way. In this episode we will go over: Discuss how to match your needs with the best advisor for you Provide insight on the unique questions Federal Employees should ask Share questions that match the changing times to help you get better results Welcome to Financial Planning 4 Feds. We are dedicated to educating federal employees on how to maximize value from their government benefits by developing and executing a financial plan. 0:47 Introduction 3:06 The Basics 8:01 Services 11:44 Qualifications 15:58 Fiduciary Status 17:09 Cost and Compensation 19:05 Investment Management 23:43 Technology 24:44 Why? 25:23 Research Them Thoroughly DOWNLOAD THE LIST OF QUESTIONS Valor Wealth Partners’ List of Questions to ask Financial Advisors: https://www.valorwealthpartners.com/o... Resources: Check out Your Financial Professional at SEC: https://www.investor.gov/introduction... BrokerCheck on FINRA: https://brokercheck.finra.org/ Certified Financial Planner Website: https://www.cfp.net/ NAPFA – The National Association of Personal Financial Advisors Website: https://www.napfa.org/ CFP - 10 Questions to Ask Your Financial Advisor: https://www.letsmakeaplan.org/choosin... NerdWallet - 10 Questions to Ask a Financial Advisor: https://www.nerdwallet.com/article/in... Investopedia - 10 Key Questions to ask Your Financial Advisor: https://www.investopedia.com/articles... Federal employees and their spouses are invited to complimentary educational workshops covering their federal benefits. For details, visit: https://fedimpact.com/VWP Federal Benefit Resources: https://www.opm.gov/ https://www.tsp.gov/ https://www.myfederalretirement.com/c... https://www.myfederalretirement.com/ https://www.fedsmith.com/ Would you like to know more? https://www.valorwealthpartners.com/   / smithec     / valor-wealth-partners     / valorwealthpartners