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WSFP’s Answers to 10 Questions to Ask When Hiring a Financial Advisor

July 12, 2019 //  by Daniel Kopp

Being a financial advisor/planner is personal to me.  Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor.  When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …

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questions to ask when hiring a financial advisor

10 Questions to Ask When Hiring a Financial Advisor

July 5, 2019 //  by Daniel Kopp

I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them.  Now you can use them too. Hiring a professional financial advisor can be a challenge.  After all, your advisor will know all about your finances and help you make big financial decisions.  You need someone …

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Why Should You Hire a Fee-Only Financial Planner

May 1, 2019 //  by Daniel Kopp

Why Fee-Only? There are very few products or services out there where the consumer doesn’t really know the cost of what they’re getting. But when it comes to financial advice, what you don’t know can really hurt you. For example, many financial advisors offer a “free financial plan.” What clients don’t know is that that financial plan can …

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TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Wise Stewardship Financial Planning LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

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