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- ADVICE: Does the planner approach a client’s situation holistically? What I mean by that is, will they give advice on retirement, minimizing taxes, how to insure against risks they can’t avoid and any estate concerns they maybe facing as well as managing a goal-focused investment portfolio? If not, you may be leaving some important stones unturned and I’d suggest you keep looking.
- PERSONAL: How does the adviser invest their own money? If they are recommending a passive investment approach to you, but aren’t “Eating their own cooking,” this is a red flag that they might not stick to their advice when times get tough.
- SITV: You describe your approach as an “Asset class” approach.