3 Common Questions to Ask Your Financial Advisor

And why they’re so important…

Every time I go to the pharmacist with my doctor’s prescriptions, I don’t just grab them and go away.

I love to ask questions ranging from side effects to how best I’m to take them. I want to get all the information I need to ensure I’m not doing anything wrong or risky.

It’s the same when you’re choosing a financial advisor. You don’t just want to go with anyone who advertises themselves as one –you want the right experience and expertise.

Here are 3 questions our clients usually ask us:

• What’s your approach to financial advice? You're looking for someone you can trust and who will take the time to learn your needs and goals. You're not interested in simply hiring another "broker," but someone who will become an integral part of your financial life. At Finucci Janitis Allen Wealth Management Group, we are client-centric and devoted to cultivating long-term relationships with our clients.
• What makes you different from other advisers? Finucci Janitis Allen Group is different because we focus on comprehensive wealth management. We want our clients to see the "big picture", not just the rate of return on investments.
• What professionals do you work with? Finucci Janitis Allen Group has a team of highly trained and respected professionals with expertise in portfolio management, financial planning, relationship management, etc. Our clients get to find out and trust that whenever they call, they will reach someone without going to voicemail.

And while there are several questions you can ask, these 3 are the most common we get.

So, if you're looking for more information, have more questions to ask, or just need some strategy around your current financial needs, you can schedule a free consultation right away.

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In your best interest always,

Rachelle Allen