Tips To Find Financial Advisor by Mark R. Graham

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Tips To Find Financial Advisor by Mark R. Graham Selection of the right person for managing your personal finances is one of the most crucial decisions you will be making. Finances refer to the exchange of goods and services in the form of one currency or another, but have also come to conjure thoughts and ideas of balance and record-keeping. Choosing a financial advisor can be confusing. So, how do you take a final decision? Here are the keys to finding a financial advisor best suited to meet your needs and help you to meet your financial goals.

Some Tips from that you will find the Financial Advisor and that are: 

Prepare yourself!

Take the time to really know what you are looking for. Write down your goals and objectives in advance, along with your reasons for seeking a Financial Advisor rather than waiting for him or her to ask. Also, remember to have a list of questions ready for your advisor interviews. Experience has showed me that most people forget their questions until after the initial meeting, postponing the search process, decision process and the beginning of working towards accomplishing your goals.


Do not confuse a salesperson with a Financial Advisor

A salesperson is one who will "sell" you something and most likely make a large commission from doing so. In many instances they are directly employed by large investment or insurance companies and are hired with the sole intention to "sell" that particular company's product alone.

Know what fee structure you are comfortable with

There are many ways financial advisors can be compensated and it is important to know which you are comfortable with. The two primary methods are commissions or fees. Some advisors receive a commission every time he or she buys or sells something for you, getting paid regardless of performance. This can become quite expensive if your advisor is not completely working with your best interest at heart, but rather trying to generate income for their firms. 

Decide how local your advisor should be?

Your financial advisor does not have to live in your town, or even your state for that matter. With today's advancement in technology, it is easy to work with an advisor who is 10 miles away or 1,000 miles away and not realize the difference. Cell phones, email, teleconferences, internet meetings and internet cameras are just a few of the pieces of technology which allow for that feeling of personal. 

Do not solely rely on the advice of friends and family


It is always great to hear an advisor has treated your loved ones in a professional, responsible and caring manner, but do not use this as your sole decision making point. Everyone has a different financial situation and a different personality, so an advisor who excels with your parents, may not work as well with you. 

Research first

This will allow you to do a search for the advisors and see if there are any formal complaints and/or past disciplinary actions against him or her. This step could help you to eliminate wasted time and help you know that the person you are considering has not had any behavioral and/or legal problems.

Here is the one person who will help you to find the best financial advisor that is Mark R. Graham. He is Co-Chief Executive Officer, Treasurer, Vice Chairman, Principal Accounting Officer, and Principal Financial Officer at DG Acquisition Corp. It intends to acquire or merge with an operating business entity. He is Co-Founder at Blue Alternative Asset Management.


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