Don’t Hire a Financial Advisor Until You ASK THIS

Описание: If you’re serious about making the right choice, don’t hire a financial advisor until you’ve watched this video.

Are you interviewing a financial advisor but not sure what to ask? In this video, we cover the 8 crucial questions to ask a financial advisor so you can confidently choose the right partner for your financial future. Whether you’re planning for retirement, managing significant wealth, or simply want peace of mind, these must-ask questions will help you uncover how an advisor really works behind the scenes.

This conversation is especially valuable for retirees and high-income professionals who want to protect wealth, minimize taxes, and ensure their money is working toward their goals.

📌 Key Topics Covered:

The 8 best questions to ask a financial advisor
How to interview a financial advisor with confidence
Fiduciary duty and avoiding conflicts of interest
How to evaluate investment strategies during market volatility
Why fees matter less than value and outcomes
Retirement planning, tax strategies, and estate planning integration

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Learn more about EdgeRock Wealth Management:
💼 https://edgerockwealth.com/

TIMESTAMPS:

0:00 – Introduction: Why the right questions matter
1:42 – Question 1: How do you integrate tax, investment & estate planning?
5:04 – Question 2: What is your investment philosophy (especially in volatile markets)?
7:33 – Question 3: As a fiduciary, how do you ensure my best interests come first?
9:50 – Question 4: How do you measure and report portfolio performance?
11:36 – Question 5: What assumptions (return, inflation, taxes) are in my plan?
16:11 – Question 6: Who is on your team and what are their credentials (CFP, CFA)?
19:34 – Question 7: Can you explain your full scope of services and fees?
24:04 – Question 8: Why should I choose you over someone else?
25:38 – Closing Thoughts & Next Steps

⛔ Disclaimer:

Advisory services are provided through EdgeRock Capital, LLC (“EdgeRock”), an independent SEC-registered investment advisor. Registration with the SEC as an investment advisor does not imply that EdgeRock, its owners, or employees possess a particular level of skill or training in investment advising or any other field. The firm's disclosure documents (Form ADV 2 - Brochure, Privacy Policy, etc.) are available online at www.edgerockwealth.com or by calling (303) 780-7350. EdgeRock is not a broker-dealer.