Noah's Newsletter
Posts
🟢 6 Things Not to Do When Selecting a FinancialAdvisor

🟢 6 Things Not to Do When Selecting a FinancialAdvisor

Noah here with a special alert you might find helpful....

Noah Christopher
July 25, 2024

Hey friends,

Noah here with a special announcement from one of our sponsors.

Sponsors help keep this Newsletter FREE to you...and you can also get access to some great stuff that can really help you along the way! That’s what I call a win-win.

Enjoy!

*|MC:SUBJECT|*

6 Things Not To Do When Selecting a Financial Advisor

Take Retirement Quiz

Get matched with up to three advisors who serve your area, free!

SPONSORED BY SMARTASSET

Hiring a financial advisor is one of those pivotal life decisions - a fork in the road that can dictate the path of your financial future for decades to come.

A study from Northwestern Mutual of the attitudes and behaviors of American adults toward money found that 71% of them felt their financial planning needed improvement, while only 29% work with a financial advisor.¹

The value of working with a financial advisor varies by person and advisors are legally prohibited from promising returns, but research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.²

While hiring a financial advisor can help you maximize your retirement nest-egg, there are some potential pitfalls you should be aware of before you choose who to hire. Learn about the mistakes people make here.

SmartAsset's no-cost tool can help you avoid some of the common mistakes in looking for an advisor. Try the short questionnaire to get matched with up to 3 vetted financial advisors serving your area, each legally bound to work in your best interest. You can compare you matches and choose the one you feel is best for you. It's never too late to plan to work toward a comfortable retirement.

Ready to know 6 things not to do when selecting a financial advisor?
See the list

Try SmartAsset's Financial Advisor Matching Tool
Get retirement ready. Try this no-cost tool to get matched with up to 3 vetted financial advisors serving your area.

Get Started

Sources:
1. “Planning and Progress”, Northwestern Mutual (2022)
2. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study.

This article contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the firms mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice reg

Cheers!

Noah

p.s. I’ll be back tonight for the full Newsletter just like normal.

Do You Like This Newsletter? Share It!

Our mailing address is:
SSP Organization, LLC
315 E. 5TH ST. STE. 202, Waterloo, IA 50703
United States of America

Add us to your address book

Disclaimer: I am not your CPA, attorney, financial advisor or insurance advisor. Nothing contained within these emails, articles, videos, or other content constitutes financial, investment, tax, legal, insurance, or other advice, nor should anything contained within these emails, articles, videos, or other content be relied upon for making an investment or other important decision. You should consider obtaining relevant and specific professional advice before making any investment or other decision. If you need such advice, please contact a qualified CPA, attorney, financial advisor or insurance agent. Linked items may create a financial benefit for the sender of this email. We may receive a commission from links in this email and on our website. The opinions expressed here are our own and have not been influenced, reviewed, provided or approved by any advertiser or affiliate partnership. You can read our full Affiliate Earnings Disclosure here.

Hey, Noah here…you are receiving this email because you opted in via our website or purchased something from us. You can opt out anytime but you'll lose access to my Nightly Newsletter if you do. If you accidentally unsubscribed and want back in, sign back up here.