Choosing the Right Financial Advisor

By: Oxana Saunders

choose the right financial advisor

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.

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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