Questions You Should Ask Your Financial Advisor

Planning for your financial future is essential to ensure you have the right amount of money to retire comfortably. This is why it’s often best to work with a financial advisor like Matt Dixon in Asheville, NC. However, before you work with anyone, there are a few important questions to ask to ensure you get the level of service you need to establish a solid foundation for your retirement.

What Are Your Qualifications?

One of the most important things to look for in your financial advisor is their qualifications. It’s not enough to simply get a degree in accounting. A good financial advisor will have other qualifications to back up their expertise and experience. For instance, it’s a good idea to look for an individual who is a member of prestigious organizations related to finances, such as being a registered financial consultant. This will give you peace of mind you’re working with someone who can help you make the right decisions.

What Are Your Specializations?

Not all financial advisors are created equal. They each choose their own focus so it’s critical to find one that matches your goals. For instance, if you’re looking to focus on your retirement, an advisor like Matt Dixon of Asheville, NC, who works with a tax-free approach to retirement can be an excellent choice. This ensures you are able to hold onto more of your money so you can retire the way you want. Don’t be afraid to ask plenty of questions to find the advisor who works best for your end goals.

What Investments Do You Use?

Some individuals have a preference for what types of investments they want to make. Talking to a financial advisor like Matt Dixon in Asheville, NC, can help you understand more about what types of investments are available and which ones are right to get you to your retirement goal. They should be able to tailor a plan that gets results based on how far away you are from retirement and how much money you hope to have set aside.

Resource Box: If you’re ready to start working with a financial advisor for your retirement, visit the TruNorth Advisors website to schedule an appointment with Matt Dixon in Asheville, NC.

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