Unless you’re a financial whiz with time to spend managing your money and assets, you might want some guidance on saving for a down payment or investing for your kid’s college education or your own retirement. That’s where a financial advisor can help.
Finding the right advisor to fit your needs, however, is not so easy. There are about 200,000 to choose from. Their certifications, fees, minimums and services can vary widely and not all of them act as fiduciaries, putting clients’ needs above their own. Before you engage an advisor it helps to have some basic knowledge about your options, and, most important, what you hope to get out of it.
The thoughts and opinions expressed in the article are solely those of the person speaking as of 9/13/2024, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
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