The top questions to ask your financial advisor

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Larson Wealth Management, LLC
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The Top Questions To Ask Your Financial Advisor

• During the hiring process, you want to pick out
  2-3 financial advisors that are intriguing and
  work well with your needs. Once you book a
  consultation to learn more about them, its time
  to ask questions that are important to you.
• Here are some of the questions a client should
  ask when it comes to their financial advisor.

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What Can You Do For Me?

• Start with something as simple as what theyre
  going to do for you. Each financial advisor will
  have a specialized view when it comes to their
  skill set and what theyve managed to do in the
  past. For example, certain financial advisors
  work better for larger accounts while some may
  prefer going with an average-sized account.
• Based on your needs, its always best to go with
  someone that specializes in your type of account.
• It will save time and is going to ensure the
  advice is legitimate. Sure, a financial advisor
  can manage any case but its always going to come
  down to peace of mind. You want to choose someone
  thats not only qualified to help but has
  real-life expertise with your type of case. It
  will ensure things progress in the manner you
  want them to.

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How Will You Charge Me?

• The payment structure associated with your
  sessions is going to go a long way in determining
  the quality of a financial advisor. In general,
  you want to go with someone that has a set fee.
  This is easier to manage and is going to provide
  a clear price attached to their advisory
  services.
• Dont hire someone with a commission-based
  strategy because itll filter into their advice.
• For example, some may prefer the idea of
  referring you to a specific mutual fund because
  they get a commission from it. This isnt a good
  way to go because it may lead to poor
  decision-making and will often cost you in
  potential returns!

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What Are Your Qualifications?

• This is an integral question before starting.
• You want to know what the financial advisor is
  all about, their professional background, and why
  they are the ultimate fit for your needs. Their
  qualifications will matter in setting a
  foundation for you to move forward from.
• Too many financial advisors are not as qualified
  as you want them to be. Dont assume the
  financial advisor is going to have the
  qualifications you want them to!

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What Separates You From The Rest?

• This is a unique question and is just as
  important as the rest.
• You should always look to sit down with the
  specialist and determine what theyre all about
  like a pro. Are they someone willing to go the
  extra mile for your needs? Do they have someone
  unique to offer that isnt available anywhere
  else? This is a great way to determine whether or
  not you are in the right place with the right
  professional.
• Sometimes, you may realize the financial advisor
  is qualified to help but doesnt have the
  differentiating factor necessary to help you out.
  This alone can be a reason to move on and look
  for someone else for assistance. You should
  always get advice from someone that is the best
  at what they do!

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Final Thoughts

• Each question is an integral part of your
  communication with a qualified financial advisor.
  Its not enough to go with someone calling
  themselves a Financial Advisor because there
  are many professionals not good enough to help
  out. In such cases, you want to come prepared and
  ask questions that will help improve your overall
  experience.
• Remember, going with a financial advisor is a
  great decision but its important to go with
  someone worthy of your time as a client.

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• Larson Wealth Management, LLC is a Registered
  Investment Adviser. Advisory services are only
  offered to clients or prospective clients where
  LarsonWealth Management and its representatives
  are properly licensed or exempted. This
  website/information has been provided to you
  solely for information purposes and does not
  constitute an offer or solicitation of an offer
  or any advice or recommendation to purchase any
  securities or other financial instruments and may
  not be construed as such. No advice may be
  rendered by LarsonWealth Management unless a
  client services agreement has been properly
  executed. This website/information should not be
  construed as legal or tax advice, nor is it
  intended to replace the advice of a qualified
  attorney or tax advisor.
• Third-party custody services are provided by SEI
  Private Trust Company (www.seic.com) and
  Interactive Brokers Inc. (www.interactivebrokers.c
  om). Larson Wealth Management, LLC is independent
  of all custodians and has no legal affiliation
  with any asset custodian.

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• These third-party custodians are compensated
  according to their own fee schedules that are
  separate from fees charged by Larson Wealth
  Management, LLC. No compensation is paid by these
  custodians to Larson Wealth Management.
• Exchange Traded Funds (ETFs) are sold by
  prospectus. Please consider the investment
  objectives, risks, charges, and expenses
  carefully before investing. The prospectus, which
  contains information about the investment
  company, can be obtained from the Fund Company or
  your financial professional. Be sure to read the
  prospectus carefully before deciding whether to
  invest. Investments in securities involves risk.
  Securities are not FDIC insured, are not
  guaranteed by any bank, and are not insured by
  any state or federal agency. Securities may lose
  value, including loss of principal. Past
  performance of any security or index is not a
  guarantee of future investment performance.

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Contact Us -

• Address - 4500 S. Lakeshore Dr., Suite 364 Tempe
  AZ 85282
• Phone - [phone]
• Email - don_at_larsonwm.com
• Website - https//larsonwm.com/
• Blog - https//larsonwm.com/the-top-questions-to-a
  sk-your-financial-advisor/