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www.northstarplanners.com Another thing your broker isnt telling you is that the interests of HIS (or her) employer are coming first ahead of you! Brokers do not have to put your interests ahead of their own. They only have to sell you investments that are suitable, which says NOTHING about the cost to you. DOES THAT SEEM CRAZY? IT SHOULD! NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida The Fine Art of Wealth Management.
www.northstarplanners.com Allen Giese, President of NorthStar Financial Planners shows us a few questions to ask BEFORE you hire that Financial Advisor Before you hire a financial advisor, you should NOT HOLD BACK- ask anything you want to know its your right to ask questions that may be hard! Ask what the advisor did in 2008 and 2009. What were their tactics? Did they try to avoid market losses? (Look for disciplined advisors who say, We stuck to our strategy; we knew we were in a tough time but we knew that the right long term approach was to stay fully invested). NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida The Fine Art of Wealth Management.
www.northstarplanners.com There are a number of thing your broker or commissioned investment advisor would really rather you just didnt know Here are four of the most interesting ones 1) The expenses of the mutual funds recommended to you are really really high. 2) The interests of the advisor’s employer come first, and NOT YOU. 3) Your account is not diversified. 4) Your 22% return was 6% below market! NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.
www.northstarplanners.com Need help finding the right financial advisor who acts in the best interest of the client? There are three types of financial advisors out there 1) those that only charge a fee for their services (fee-only: have a fiduciary requirement), 2) those who earn a commission from the products they sell you (fee-based: only have a suitability standard), and 3) those who have a fee-based side to their commissioned business, which allows them to play both sides when its convenient for them… NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.
http://www.northstarplanners.com
Founder of NorthStar Financial Planners, Allen Giese, CLU ChFC has been a financial advisor for over 17 years. In 2000, he opened NorthStar Financial Planners, a fee-only financial planning firm based out of Plantation Florida. “Advising should be more than simply the scientific side of structuring and managing portfolios,” he professes. “There’s the whole artistic side of maintaining relationships, solving problems, and being pleasurable to work with.” NorthStar Financial Planners, Inc,: The Fine Art of Wealth Management.
http://www.northstarplanners.com
Need help finding the right financial advisor who acts in the best interest of the client? There are three types of financial advisors out there:
1) those that only charge a fee for their services (fee-only: have a fiduciary requirement),
2) those who earn a commission from the products they sell you (fee-based: only have a suitability standard), and
3) those who have a fee-based side to their commissioned business, which allows them to play both sides when its convenient for them…
NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.