Questions for Financial Advisors
My husband did not want a financial advisor, but I did, so no financial advisor (FA). Unfortunately he has passed away and now I need to manage finances on my own. I have some financial knowledge but not enough to be fully comfortable with my decisions. I have been retired for about 8 months and I will be receiving SSI soon. We have a good investment portfolio. I currently have funds at 3 companies.
I need to interview some advisors before selecting one. I have plenty of candidates as everyone seems to have a terrific advisor. What are some questions I should be asking to get a good feel for my decision? One thing I definitely will not put up with is condescension. Two, I want strategies that allow funds available for travel without major tax consequences. What else?