Wednesday, June 12, 2013

Fee Only Financial Advisor in NJ


Why Searching "Fee-Only Financial Advisor in NJ" would be a smart search in Google if looking for a financial planner. 

Highland Financial Advisors, LLC
Retirement. Sounds awesome doesn't it? More and more people are starting to realize that a financial advisor can get you there quicker, safer, and more effective. However, you have to know how to find the right financial advisor in today's flooded industry. So, why is "Fee-only financial advisor in NJ" a smart search in Google if you need a financial advisor? Lets break it down.

First, Fee-only describes the type of financial advisor. A fee-only financial advisor has a responsibility to put the clients interests ahead of their own at all times. This means, when the financial planner begins to invest your money, they will not place you in expensive investments unless it truly will help your overall financial plan. You might be asking, "Well, why would an advisor put me in expensive investments if it does not benefit my plan?" Some advisors are registered with third party investment providers. Under these providers they will receive commissions for placing you into expensive investment vehicles. Don't let that happen. Go with the most ethical advisors. Fee-only is the first keyword I'm using in my Google search.

Next is a simple, yet important. Using the term financial advisor is good to use because that is what will give you the most options in your search. The best advisors are going to be going after people who search for financial advisors because that is where the most competition is. HOWEVER, make sure when you visit their website they provide comprehensive wealth management. This is the key. These people know their stuff and they can customize your plan to any financial situation you may be in.

Last is to narrow your search by providing your state or region that you are currently living in. This will give you advisors that are in your area so that they are easy to get to. The best financial advisors do not have boundaries, but they are few and far between. The best advisors will either come to you, or they will set up meetings through live webcam chats so that neither of you will have to move. This will not only save you time and money but it can also extend your boundaries a little. So, if you do happen to find a NJ financial advisor that you want to use, but you live in Florida, make sure they are capable of setting up meetings through live video chat.

This info-graphic elaborates more and teaches you how to find a financial advisor you can trust.


How to Find a Financial Advisor created by http://www.highlandplanning.com

Hope this helps!

Information posted on this blog should not be taken as advice and is for information purposes only. Before this can be considered actionable advice you must seek a professional advisors opinion. All posts with links, quotes, or information involving a third party are not considered endorsements.