Our team of independent advisors servicing Charlotte, NC have the knowledge and experience to help you achieve your personal goals. We provide Financial Advice near Charlotte, and we have been providing service for clients surrounding Charlotte, Durham, Fayetteville, Greensboro, Raleigh, Winston-Salem.
When searching for a Charlotte financial advisor, it is also highly imperative to know how this professional is being compensated. Keep in mind that there are many different ways that a financial advisor can be paid. So, take the time to figure out if the financial advisor is charging an hourly fee, asset-based fee, or being paid based on commission.
An asset-based firm and financial advisor is the recommended and safest way to go. When a Charlotte financial advisor is paid based on commission, they may not always have the client’s best interest at heart. They are salespeople first and foremost, selling you services that you may or may not need. Having the wrong financial products and services can both drain your finances and keep you from reaching your dreams. However, an asset-based advisor will always have the client’s best interest in mind when laying out a financial plan. Their number one goal is to make sure you, the client, achieve financial peace. Their goals are your goals. Your concerns are their concerns. You are the priority, not selling a product to make a commission.
These are just a few of the many ways on how to locate a financial advisor servicing Charlotte. Once you find a good financial advisor, take full advantage of the services they offer.
If you are in need of a financial advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.