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9 Questions to Ask When Considering Changing Financial Advisors
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Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we’ll chat when to change advisors
9 considerations when changing financial advisors:
- Are you on track to accomplish your goals?
- How will your retirement accounts work together with Social Security, Pension, ESOP, etc.?
- How much risk are you taking in your investments and what is your target rate of return?
- Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney, Health Care Directive, pour over will, etc.?
- Will your advisor be able to see you through retirement or do they have succession plan in place to make sure you’re not looking for a new advisor in your 80’s.
- Have you reviewed your insurance needs to prepare for the “what ifs?”
- Do you know how your advisor gets paid?
- Does your advisor make it easy to understand financial concepts?
- Do you regularly meet with your advisor?
Our Advisors for this episode is planwithbaxter.com
Forbes Best in State Wealth Management Teams For Utah - Baxter, Nelsen & Associates
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Baxter, Nelsen & Associates
Receivers of the Ameriprise Client Experience Award - Baxter, Nelsen & Associates
Financial Advisors: Baxter, Nelson & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
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Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Through the Pines Podcast Copyright, The Banyan Collective - 2023
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