Evaluate Your Options When Choosing a Financial Advisor | Mission Wealth Management
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Evaluate Your Options When Choosing a Financial Advisor | Mission Wealth Management
Show Transcript
he watching the show Seth have a large estate don’t feel that they’re getting the attention they deserve they’re just unhappy for any reason what do you say to them well I say understand that you have options and I would encourage them to take some time to really educate themselves on their options at Mission wealth management we’re here to be a local resource so if someone is happy with where they’re at but maybe they would just like to speak confidentially about what their options might be or what planning considerations they should consider I encourage them to give me a call I’ll be happy to speak with them and talk through maybe what some other consideration points are for them confidentially 100% confidential they can speak to me directly and again we want to work with clients that warrant the type of service that mission wealth provides so we’re not for everyone we are not for someone who’s looking to be a day trader part-time or someone who’s looking to do their own taxes and then tell us you know what type of stocks and bonds they want to buy really we’re here to be a comprehensive solution for their overall
wealth management needs so if someone is serious about their money and serious about their wealth and serious about doing the things they want in their life we are more than happy to sit down and talk with them and give them objective guidance and Mike I will tell you that our aim is not simply to just take on a great number of clients we are a relationship based firm we’re looking to make sure that mission wealth is a great match for them as well as our clients being a great match for us
Selecting a financial adviser is a major decision that will impact your family’s wealth and peace of mind. If you are looking to engage a professional adviser or to evaluate your current adviser, consider many things, including trust, alignment, connection, fit, knowledge-base, approach, convenience, price, and more.
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.
