Business
Yikes! Scrolling through Facebook the other day, we counted 18 fear-based ads targeted to investors mainly trying to sell a product.As you're seeking guidance with your financial planning and investments, be sure you do your homework and due diligence before you jump into the sales pitch. Understanding who are speaking with is a critical first step. Don't be afraid to ask questions...here a few that you should consider asking (don't be afraid!).Are you a fiduciary? What types of clients do you work with?Do you create financial plans or just offer product?How often would we meet to review goals?How do you get compensated?What planning tools do you have available for me to use?Can I review your ADV-Brochure?Are you an independent advisor (owner) or an employee of a financial firm?Interested to see what our process looks like? Check out www.oakmontadvisory.com/blueprint