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Top 5 Things You Should Always Share With Your Financial Advisor

9/10/2020

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PicturePartner with your Financial Advisor.
This is certainly not an exhaustive list. In my opinion, as a Certified Financial Planner™, you are potentially hurting yourself if you don't share everything we ask for and or need. Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. That said, you may not be sharing with us everything. Whether you are not communicating things because you feel they are unimportant or are a private person who wishes to keep certain information to themselves, not sharing what you need to with your financial advisor could result in problems with your financial future. Below are five things that you should always share with your advisor. Again, not an exhaustive list, but a good start!


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    Author

    Roy Larsen is a Certified Financial Planner™ practitioner and Fee Only Wealth Manager who resides outside of Atlanta, Georgia.

    Roy's Financial Blog contains articles on the complex issues of living successfully in retirement.



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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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