Questions To Ask Before Choosing A Financial Advisor

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

As the person or team who is responsible for guiding you towards a successful financial future, your financial advisor(s) should not be chosen by picking a name out of a hat or doing an Internet search and stopping at the first name you find. Rather, your decision should be made based on their qualifications, expertise on the subject, and ability to assist you with your specific needs.

Once you have a few candidates in mind, it's time to get down to business and find the one that works best for you. Thanks to Forbes, we've put together a list of questions you should be asking before making the decision to move forward with one financial planner over the other:

1. How much do you charge for your services? How are your fees distributed?

2. Are you licensed and certified to practice in this field? What other qualifications do you and your team possess?

3. Do you cater to a specific client? How can your services specifically benefit me and my family's needs?

4. What is your investment philosophy? What strategies and techniques do you tend to use with your clients?

5. How often will we be in contact?

Prior to meeting with a potential planner, we recommend sitting down with your family members to determine which services are most important to you. By knowing what you are looking for in your financial planning team, the process of narrowing down your options can appear almost effortless once you have the answers to these pressing questions.

Are you on the search for a financial planner to assist you with your financial future? Choose American Investment Planners LLC to be behind you every step of the way! Headquartered on Long Island, we specialize in services such as retirement planning, estate planning and tax planning investment management. And unlike other financial planning firms, our focus does not solely rest on the client; we cater to the whole family instead. For more information on the financial planning services we offer, please visit us on our website or contact us at (516) 932-5130 or (866) 932-5130 today.