Common Misconceptions on Hiring a Financial Advisor | Mission Wealth Management
0:36
Common Misconceptions on Hiring a Financial Advisor | Mission Wealth Management
Show Transcript
what are some of the misconceptions people have about Mission wealth that’s a great question I would say the number one misconception that consumers have about Mission wealth and the services that we provide is that they fear they might lose control of their money and that’s really far from the truth because our aim is to give our clients more control and more peace of mind that they’re headed in the right direction than they’ve ever had yes we’re proactive with our financial planning yes we’re proactive with our hiring and firing and due diligence of top tier money managers and yes we tie in the tax component with Bartlett Pringle and wolf but we aim to provide all that to give our clients the education and the knowledge that they’re headed in the right direction
Many people fear losing control of their money when they hire a financial advisor, but in reality they gain more control of their finances. Seth Streeter explains why Mission Wealth is different than your average wealth or financial advisor.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
