When it comes to investing, you need a professional to help you make a plan for your money. This is where a financial advisor, such as a certified public accountant (CPA), can help you. But how do you find the right financial advisor for you? The office of John S. Curtin, CPA Chartered can help. Here are some things to look for:
- Communication – You want to work with an advisor that believes in communication. Look for someone who will explain their recommendations while listening to your goals, hopes, and dreams for the future. This is your life and your money, and you deserve to know why the investment firm is suggesting certain actions.
- Experience – Experience is key to finding a quality financial advisor. Discuss the success rate that a firm has had with the investments of other clients. Trusting your money with a novice advisor could put your money at risk. The more experience someone has with investments, the better your results will likely be.
- Ask questions – Make sure you come to the interview with a list of questions. Trusting someone with your money is a big deal and you need to feel both confident and comfortable with your decision.
- Fee schedule – Not every investment advisor is paid the same way. Are they paid on commission? Do they charge fees and if so, what are they? The answer to these questions can dramatically change how your money works for you. You don’t want to get an unpleasant surprise when you open your next account statement.
Do you need an experienced professional to help you invest for retirement or other goals? Call John S. Curtin, CPA Chartered to schedule a consultation. We want to to help you make the most of your future through smart, stable investments. We look forward to helping you achieve your dreams.