Avoid The Headache And Costly Mistake Of Hiring The Wrong Financial Advisor By Asking These 5 Questions.
01
How will you be smart with my money?
Your financial goals and challenges are unique to you so it’s important to work with someone who is process-driven, offers various portfolio strategies, is cost-efficient, helps minimize taxes, and provides active loss management.
02
What else can you help me with?
Getting a reasonable return on your assets is undoubtedly important, but it isn’t the total answer. Achieving the best retirement you can is really a matter of getting a lot of other decisions right (i.e. what age to retire, how to maximize your Social Security benefits, what tax rate will you pay on your retirement income, etc.).
03
How do you do what you do?
A team approach, with multiple sets of eyes looking at your accounts and tracking your progress is far superior to relying on a one-man-band. Work with a team who has a proven process to help progress your goals and agenda.
04
How can I track my progress?
Wealth accumulation is a journey, not a transaction. Your progress, strategy, and costs should be simple to understand and clearly documented every step of the way.
05
What will it cost me?
Working with a firm who offers various service models allows you to better align your unique goals and needs with your budget. A one-size-fits-all service model simply doesn’t benefit everyone equally.
Curious To Know How We'd Answer?
Watch the video below as Kaydan Wealth Management's Founder, Jim Kruzan, CFP®, CRPC®, answers the five most important questions you should ask before hiring a financial advisor. Plus, he'll share an inside look at who Kaydan Wealth is and how we can help you design your bigger, bolder retirement.
Ready To Design Your Bigger, Bolder Retirement?
Let's Start With An Intro Call.
During your Free 15-Minute Intro Call, we'll get to know you, explore your current financial status, and get a better understanding of what you're looking for in a financial advisor so we can help personally match you with the perfect financial advisor on our team.
P.S. Think of this as a first date. We're just getting to know each other. So take a deep breath, set aside your financials, and let's just chat.
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329 W. Silver Lake Road, Fenton, MI 48430 | 2701 Cambridge Ct., Ste. 412, Auburn Hills, MI 48326
Investment advisory services offered through Kaydan Wealth Management, Inc, a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.