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Financial Advisor: Searching, Rating, and Comparing Made Easy

You may be searching for a new advisor or wondering whether your current advisor is fit to carry you forward. These questions can help you get answers.
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You are asking the right question!  It is often an overwhelming challenge to know where to look and where to search for a credible and appropriately skilled advisor.

What details should you consider when comparing advisors?

There are details that should not be overlooked.  You may be searching for a new advisor or wondering whether your current advisor is fit to carry you forward.  The following questions can help you get these answers.

What options are available to compare advisors?

It is tricky trying to compare advisors.   We often tend to go with how we feel rather than do a deep search.  We need to know exactly who we are talking to. More importantly, we need to know the likelihood he or she will help us navigate our ideal world of retirement or just maintain.

How to locate and choose the best advisor available?

Since you are here, you have already reached one of the most effective tools in finding a skilled advisor and evaluating if the fit is appropriate.

Where is the best place to find and meet an advisor?

Retire Happily is a hub for financial professionals to be evaluated and recommended.  One key difference with Retire Happily is we are not limited by local geography. We are everywhere through technology and interface.

 

Should you use traditional or modern methods of searching for an advisor?

We believe you should use both traditional and modern methods.  There is little substitute for the ‘eyeball to eyeball’ connection when evaluating.   There is also a great deal that can be discovered on the internet.

How to view financial advisor ratings?

It is very difficult to view financial advisors ratings.  A great example of this is the ‘5-star wealth manager’ list.  This is paid advertisement. It is an attempt to give the impression that everyone who paid the subscription actually has credibility.  However, in fact, it is not much more complex than paid advertising.

If you’re looking for a financial adviser, this information makes it clear why it’s worth spending extra time to make sure you find the right person.

I need a financial advisor… Where do I start?

Right Here!

Talk to a Sharp Professional at Retire Happily

 

Obviously, no investment, tax or legal advice is given in this content.  Investment, tax, and legal advice is personal and private.  Investment advice offered through Versaille Capital Advisors, LLC, a Michigan Registered Investment Advisory Firm.

Retire Happily is an educational resource. Make no mistake, we are a thriving financial firm that makes money. We are a financial firm that takes new clients. But first and foremost, we consider ourselves a significant resource to the public. If you don’t feel like you have fully exploited us for all the knowledge and insights we offer, do some more research. We provide these insights through Retire Happily, a free retirement resource guide that helps people optimize their retirement funds and avoid regret by making sure they are “all set” for retirement. 

At Retire Happily, you can ask questions, watch videos and read some things. We encourage you to explore a lot of material on the site so you can get an idea of our style. You will likely get a lot of your questions answered. If you still want to talk to us; you’re welcome to contact us. We are happy to answer your questions.

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