Investing in your retirement plan can take a long time and often you will want to hand over your portfolio to someone else to manage, but how do you decide which wealth management firm is the best solution for you.
According to "Top Tips For Picking A Wealth Management Firm" (2015), "Tyler Landes, CFP at Tandem Financial Guidance, LLC, said that instead of getting too fixated on price, you should focus on value. Price is what you pay, and value is what you get." Understanding how Advisors get paid is an important question to ask, and that is why at High Point Insurance Solution provides a transparent approach and build on our client-relationship based insurance agency. We understand that you worked hard for your portfolio and we will work beside you to maintain your hard endeavors and to work with a wealth manager is all about forming a relationship who has fiduciary duties.
According to "5 Must-Do Moves For Choosing A Wealth Management Firm" (2017), "Understanding the Wealth Management Firm's ideal clients, their track record, and their pricing are some of the key points to locating the perfect wealth management firm to handle your portfolio.” These might seem like no-brainers, but more often than not individuals do not take the time to research into a possible wealth management relationship. Remember you worked hard to create your portfolio of assets and income so take to sit down with your potential Advisor and ask the questions that are important to you.
High Point Insurance Solution understands and is available to sit down with you! Contact Us Today!
https://www.highpointsolution.com/wealth-management/
Top Tips for Picking a Wealth Management Firm. (2015). Retrieved from http://www.investopedia.com/articles/investing/081815/top-tips-picking-wealth-management-firm.asp
5 Must-Do Moves for Choosing a Wealth Management Firm. (2017). Retrieved from https://smartasset.com/investing/5-must-do-moves-for-choosing-a-wealth-management-firm
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