Ask yourself two critical questions:
- How do you determine the quality of financial advisors and firms?
- Should you trust the information that is communicated to you in sales pitches?
Most advisors are like politicians. They tell you what you want to hear to gain control of your assets.
- Every advisor claims to be a trustworthy financial expert
- There is no easy way to validate their claims
- It is perfectly legal to withhold information from you
No Public Data
There is very little public data about financial advisors and firms because they do not have mandatory disclosure requirements.
It is your sole responsibility to determine advisor quality before you select them.
- You have to ask the right questions
- You have to know good answers (create benefits) from bad ones (create risks)
Major Hidden Risk
Your biggest financial risk is not the volatility of the stock market. It is bad advice when you invest in the stock market. This makes your biggest financial risk the selection of a low quality advisor.
We have been vetting, rating, and validating the quality of advisors since 2003. We ask the right questions and document advisor responses for you.
We help you select top quality advisors and reduce your risk of selecting low quality advisors.
Every year, millions of Americans fire their financial advisors when they realize they made a mistake. Unfortunately, this mistake cost them substantial amounts of time and money.