It’s important to work with a financial professional who understands how your needs evolve as you make your way through life. A good financial professional will understand how your attitudes, biases and life situation might affect your decisions, and will help you think through your options. If you've never worked with a financial professional before, there are some important questions you should ask.
How many years of experience do you have? What's your background? The more complicated your situation, the more experienced your financial professional should be.
How do you find new clients, and what does your "typical" client look like? You may want to avoid a financial professional who seems too focused on selling a particular product. Once you buy, you may not hear from them afterward.
How will we work together? How often will I hear from you? It’s important that you understand when and how your financial professional will communicate with you, and what you can expect in terms of services and support.
How do you get compensated? You need to have a clear understanding of how your financial professional earns their money and be comfortable with that, whether it's through commissions, an hourly rate, or some other means.
If you're looking for a financial professional, please consider Mantay & Company. Our business has been built largely through the referrals and recommendations of our current clients. When you join us, we use our onboarding process to collect needed data and information, and to understand your goals and concerns. At the very least, we will want to meet with you annually so we can review your financial strategies and make needed adjustments to reflect changes that have occurred through the year.
Give us a call. We will be pleased to meet with you to present our qualifications.
