How to Choose a Financial Advisor
A Financial Advisor can be one of your closest allies in achieving your goals, so it is important to choose well. Be thorough in your selection process, so you are sure you are choosing someone who you can trust. I will email you a detailed and comprehensive comparison sheet to help you consider all the different aspects of this long term relationship.
It may be that you find another advisor that is a better fit, but I think that you will see the value of how I do things here at Gilbert Wealth and choose me, Steven Gilbert, as your Financial Advisor.
Get the Advisor Comparison Worksheet sent to your email:
Finding the Financial Advisor that is the right fit for you is worth the effort.
Dive into the details; check out all your options. We think you’ll end up coming back to us here at Gilbert Wealth. Steven loves to dive into client’s financial situations and provide comprehensive, forward-looking advice. You want an advisor who knows your finances well, someone who can anticipate what comes next and stay ahead of it for you.
Would Gilbert Wealth be a good fit for you?
Learn more about what I can do for you.
Go through the information I have here on my website. Schedule an initial consult and prepared to ask me questions. Find out how I work as an advisor and how I run my business. Make sure you clearly know how much this will cost. Clarify the services I can offer. Let’s start a conversation.