Tips for finding the right financial advisor

eightWest

We work hard to secure a future for our family but having the right person with you along the way makes a huge difference.

So finding the right financial advisor is critical. Today we have Michael McGovern with us, a senior financial consultant with United Wealth Management.

Finding a good financial advisor

  • Do I like and trust this person?
  • Do they take time to listen and understand
  • Do they ask a lot of questions?
  • Can they help you design your plan to reach your goals?
  • Do they review your progress regularly?
  • Do they educate and coach to help you manage your emotions and your behaviors?
  • Do they adjust your plan as you move into retirement?

United Wealth Management

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