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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.
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| 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
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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 |
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