A guide to Determining if You Should Work with a Financial Advisor
Warren Buffet warned to "never ask a barber if you need a haircut". The quote is a reminder to be careful not to seek advice from someone trying to sell you something, as they are not objective.
Why would a financial advisor bring this up? We realize all advisors are not the same. Every investor and family have unique needs which may not be met by just any advisor. The right advisor will be transparent, objective, put clients’ needs above their own, and be someone you feel comfortable with.
We encourage everyone to do their research to determine if an advisor is right for you. And, if so, figure out which type of advisor fits your needs. This can only occur through conversations and a mutual understanding by each party. Know exactly how the relationship will work.
Find the right advisor (and barber).
Our partners at eMoney put together a useful guide to help evaluate advisors and your own specific needs. Download a copy below.
This content was created by a third party. All opinions, comments, conclusions are of the author and not Jackson Creek Investment Advisors LLC. The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your risk and return preferences. Investment recommendations may change, and readers are urged to check with their investment advisors before making any investment decisions. Information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy. Past performance is not necessarily indicative of future returns. Investment advisory services are offered through Jackson Creek Investment Advisors LLC, a Registered Investment Adviser.