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Financial Management

Selecting a Financial Advisor

As you set out to implement your investment plan, you'll need to decide if you want to handle all aspects of the investment process yourself or if you'd prefer to use a financial advisor. Recently, we've seen a significant increase in the number of individual investors looking for financial assistance and guidance from trusted professionals. In the Multimedia Brochure, we'll help you to decide if it's in your best interest to use an advisor and, if so, how you can select one who will serve your best interests.

There are an enormous number of financial services professionals out there who are willing to work with you, but there are very few who will implement the kind of approach we will show you and help you to achieve the consistent long-term success you need to reach your most important financial goals.

After viewing the Multimedia Brochure, you'll know the five characteristics that you should demand from a financial advisor. You'll also be armed with a list of the most important questions to ask that will help you to determine whether or not you should work with a particular advisor.

Click here to view Multimedia Brochure.
The Art of Investing

 

We provide a confidential consultation at no charge.
Roy Guinn, Chartered Financial Consultant
Cell: (337) 842-6146
Fax: (337) 433-2515
royguinn@planning-solutions.com
3420 Westwood Rd., Westlake, LA 70669 

 

Registered Representative of and Securities Offered Through QA3 Financial Corp., Member NASD/SIPC. One Valmont Plaza, 4th Floor, Omaha, NE, 68154 (402) 964-3702. Investment Advisor Representative of and Advisory Services Offered Through QA3 Financial, LLC An SEC Registered Investment Advisor