My advisor was very detailed in gathering information about my financial plan
YES
NO
My advisor worked with tax and legal experts to build a plan covering all of my needs
YES
NO
Communication is excellent. I understand what my advisor is talking about
YES
NO
My advisor is available whenever I call
YES
NO
I receive proactive quarterly reviews from my advisor
YES
NO
I am comfortable referring my advisor to my friends and family
YES
NO
I understand how my advisor is compensated. My relationship is transparent
YES
NO
My advisor has been with me for at least 5 years
YES
NO
I am comfortable with my advisor taking care of my loved ones when I depart
YES
NO
My advisor and I share similar worldly views
YES
NO
I am kept up to date on worldly events and its effect on my portfolio
YES
NO
I am 100% satisfied with my advisor relationship
If you answered NO to one or more of the above – it may be time to look for a new advisor!
Many American investors are dissatisfied with Wall Street and with their advisor and are being advised to take chances they can’t afford to take. Are you?
“Wall Street is the only place that the people ride to in a Rolls Royce to get advice from those who take the subway.” – Warren Buffett
Financial Solutions Unlimited, Inc. Asset Protection / Lifestyle Preservation
"Empowering America One person at a Time"
Financial Solutiuons Unlimited, Inc. deos not sell investments or securities. Nor does the firm provide any specific tax, legal, or investment advice. Please visit the "Products" & "Services" pages on this web site.
COPYRIGHT 2007 FINANCIAL SOLUTIONS. ALL RIGHTS RESERVED.
