The Value Of Advice

Choosing the right Advisor

Once you have established your fundamental investment requirements, get referrals from friends, family and colleagues, as well as other professionals such as your lawyer. Research companies and Advisors and prepare a list of questions to ask.

There are different types of Advisors offering a range of services, and many specialize in certain areas of advising such as insurance or estate planning. Decide what your needs are and select an Advisor according to those needs. When choosing an Advisor, some factors to consider are:

  • your investment goals
  • how much you already know about investing
  • how involved you want your Advisor to be, and the type of relationship you want
  • the level of complexity of your financial situation and future goals
  • your investing amount

Once you have determined the type of Advisor that is right for you, set up a meeting to exchange ideas and information. Before you meet, you should prepare a list of questions and concerns you may have so they can be addressed.

What to ask

  • How much money do I need to invest, and how often?
  • What are the possible risks?
  • How will investing affect my taxes?
  • How often should I review and/or revise my plan?
  • Where can I go to for more information on what we've talked about?
  • How do I check how my investments are doing?
  • What kind of communication will I get?
  • What is my next step?


For help in finding a financial Advisor in your area, call ONE Financial at 1.866.360.7888.