What’s Your Best Chance to Find the Right Financial Advisor?
In this first-of-its-kind guide, you’ll uncover dozens of empowering insights you can use in your search:
- One simple trick every advisor should know that can save you at least 85% in taxes – every year
- The ONLY 5 things about your money that you CAN control
- Shocking statistics about the performance records of over 90% of active managers
- 7 qualifications you must demand from your advisor – in addition to just years of experience
- Real examples of how much people have lost with the wrong advisor (would you believe 84% gone in just two years?)
- 7 ways your money can still run out if you have the wrong advisor – no matter how much you’ve amassed
- The completely wrong belief about the market that too many advisors swear to
- Why there’s no such thing as the “best” investments – and what matters far more instead
- And so much more
You’ll also get the truth about costs and fees – and these are not the same thing. In fact, there are 8 types of costs and fees. Yes, eight, and these matter as much if not more than your investment performance.
You’ll get answers to questions you’ve always wondered, like what is a fiduciary, and how does it really affect my long term financial security?
You’ll discover the one immutable truth about retirement and lifestyle goals, and that most advisors almost completely ignore it.
But you can’t, and you need an advisor that doesn’t either. You only have one shot at this. You need an advisor with a proven process for achieving time-tested financial security for clients of your financial caliber – with liquid assets between $1 million and $70 million.
They’re out there. The Ultimate Guide will show you how to find that kind of advisor.