Earlier this year, Sarasota financial advisor Oxana Saunders, Path Financial’s new Vice President, was featured in the Sarasota Herald Tribune‘s monthly magazine, STYLE. Interviewed by writer Su Byron, Oxana answered questions on the qualities needed to be a successful financial advisor, what people in their 40s should be doing to prepare for retirement, and the top investing mistake people make when saving for retirement.by
By: Oxana Saunders
As I spend more time talking to my friends, family and community members about the importance of financial planning, I realize that the thought of paying a financial advisor may seem unnecessary to some people. Sometimes they simply choose not to have their money professionally managed rather than going through what they fear might be a complicated process of finding the right person. One of the main concerns I hear is that they find it difficult to trust an advisor they don’t know.
Choosing the right financial advisor doesn’t have to be hard. This article from Forbes.com, does a great job spelling out the five key aspects to consider when selecting a financial advisor: 5 Things To Look For When Picking A Financial Advisor.
Oxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or firstname.lastname@example.org