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Financial Advisors and Accountants

Financial Advisors and Accountants

Look for a financial advisor that will consider all aspects of your wealth creation, including your investments, career, business, home, family, will, etc. Your investments are not mutually exclusive to the other facets of your life. Compensate your advisor wisely. An hour of consultation may look expensive, but consider over your lifetime that an insight from the meeting may create thousands of dollars of wealth. If your advisor is handling some of your investments, then be sure to fully understand how they are compensated and what your exit options are. Your advisor can recommend an accountant (or sometimes cover both). As appealing as it is to do your own taxes, you may not be in a position to recognize some of the tax efficiencies available to you. Like a doctor, you want an advisor and accountant that take an holistic approach to your wealth creation.


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