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4. If I wanted to buy several broad index funds or ETFs, which would you recommend
Because an expensive index fund has no chance of outperforming a lower-cost equivalent index fund, her answer to this question may give you a glimpse into her priorities and show where your interest fits in. If your prospective planner suggest an S&P 500 or total index fund with an expense ration of 0.5%, your aren’t coming first.
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5. Can you give me 7 references and 7 testimonials
When asked, most financial experts (and professionals in general for that matter) will tell you they know their stuff and are good at what they do. And that’s great! But why not independently confirm this information with your prospective advisor’s clients.
Most honest, ethical and successful financial advisors can and look forward to sharing the names and numbers of 7 existing clients who you can, and should, contact for honest and direct feedback. If a prospective advisor is unable to provide you with such a list, either hold off hiring her until she does or, take your business someplace else.
Referrals- We have friends and professional acquaintances who offer outstanding financial planning services. Please feel free to contact us for a referral.
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