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Questions for a Financial Advisor

1. Does your Financial Advisor ask questions you’d prefer not to answer, but you know that it is in your best interest to answer? Such as:

  • Is your will up to date?
  • What is your plan to take care of your aging parents?
  • What is your plan if you lose your job?

2. Does your Financial Advisor request you to gather lots of information to prepare a holistic financial plan that you’d prefer not to gather but you know that it is in your best interest to gather?

3. Does your Financial Advisor identify risks in your portfolio that you do not even know are there?

4. Does your Financial Advisor talk you through market volatility?

5. Does your Financial Advisor identify your investment biases? Such as being risk-averse.


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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
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