Considering who to work with as a financial advisor is an incredibly important decision. Figuring out who is qualified and appropriate for your situation provides its own unique hurdle.
You want to feel comfortable, confident, and have your opinion respected and heard. It’s imperative that you trust you are in the very best place for you and your family to make these decisions.
The following are a few key characteristics when looking for an experienced and established financial advisor:
-Independent Advisor is not held captive to one particular company or product, thus will be doing the best for the client without bias representation. Aspire Wealth Management is an independent firm with many choices for their clients.
-It’s important to work with a knowledgable advisor; by law, advisors are required to act in the best interest of their client. Todd Schick holds his Series 66, and also holds the CERTIFIED FINANCIAL PLANNER™designation, both of which make him experienced advisor in the industry.
-Experience is important in this business Someone that has a minimum of 10-15 years of experience may give you the insight into the trends in the market;they understand the market conditions.
-Open Communication. This may be the one piece that everyone will agree on. In order to have a successful symbiotic relationship, there has to be trust and with that trust there has to be a comfort in open communication. Todd Schick and the Aspire Team pride themselves on getting to know each client’s situation individually, and continually practice the “Golden Rule”. Regardless of your business acumen, and knowledge about financial planning, trust that the team will make sure you are educated and that you are an active participant in your plan.
-Also, it’s important to know that you don’t have to be rich to work with a financial advisor, and to benefit from their counsel, this industry is not just for the wealthy.
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