5 Questions to Ask Before Trusting a Financial Advisor With Your Money
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5 Questions to Ask Before Trusting a Financial Advisor With Your Money
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Selecting a Financial Advisor Guide ✅ https://foundryfinancial.net/guide-to-selecting-a-financial-advisorMost people have no idea what to ask when evaluating a financial advisor, and that gap could be costing them more than they realize.Zach Holcomb from the Foundry team has had hundreds of conversations with people who are exploring their options, and he's distilled it all into five essential questions that reveal whether your advisor is actually equipped for retirement, not just accumulation.Here's what most people don't consider: the advisor who helped you build wealth may not be the right person to help you spend it strategically. Growing a portfolio and managing retirement income are fundamentally different jobs, and many advisors haven't made that shift.In this video, Zach walks through a complete scorecard you can use on any advisor, including the Foundry team. The five questions cover how your advisor leads meetings, how they get paid, whether tax planning is handled in-house or passed off, how you feel walking out of every meeting, and whether they're willing to tell you things you don't want to hear.That last one? Almost nobody thinks to ask it, and it might be the most revealing question of all.