Why Hiring a Boca Raton, FL “Financial Advisor Near Me” is Your Best Choice

Sense of Community

A local Boca Raton Financial Advisor near you is a member of your community.  They live and work where you do. Your children and grandchildren go to the same schools as their children. You see them shopping in the same stores and attending the same community events as you.

A local Financial Advisor in Boca Raton creates local jobs and livelihoods that stay in the community. By working with a top rated local financial advisor near you you’re investing in your own community. Not having a large national franchise take a cut.

Accessibility

A Boca Raton Financial Advisor with a physical office near you where you can meet and discuss, face-to-face, your personal financial needs or concerns is invaluable.  During times of sharp market downturns, some financial advisors may become difficult to reach. Having a close personal relationship with a local professional that you know and trust can help you sleep at night!

References Easier to Verify

A local financial advisor has an established client base and should be able to provide you with references and that have trusted them with their money and with planning and helping them secure their future. These will undoubtably include local Palm Beach County references, which can often make it easier to verify and get candid references when it feels like a neighborly contribution.

Important Questions to Ask Before Hiring a Financial Advisor Near You

Hiring decisions can be some of the most important decisions of your life. On a minute-by-minute basis, know that the time you spend interviewing a prospective financial advisor and getting answers to the right questions can be some of the most valuable time you spend evaluating someone who you are going to trust with your nest egg.

With so much riding on this relationship, here are some very important questions that you should have detailed answers to, because asking the right questions can make a huge impact on your eventual results!

What is Your Investment Philosophy?

This can range from specific investment strategies and portfolio weightings that change over the course of a person’s life to including a strategy to provide for loved ones, a charity, or your house of worship after your gone.

What you want to listen for is a good fit. How closely you feel they understand your specific needs and goals. 

Financial Advising is a highly personalized field with every client’s needs unique. One of the most important things you want to note is how closely you feel they try to understand your specific situation and offer concrete specific examples of how they would approach your investment strategy.

What Financial Services Do You Offer?

How Will We Track my Investment’s Performance?

How Will We Benchmark Short Term and Long Term Goals to Evaluate Success?

How Often Will We Review and Update the Financial Plan?

How Frequently do You Communicate with Your Clients?

Can I Call You Anytime Within Reason that I Feel it’s Necessary for Your Advice?

How are You Paid?

How Are You Compensated?

What Extra Costs and Taxes Should I be Aware of?

Do You Require a Specific Minimum Investment?

The overriding consideration here is that you are trusting someone with a large amount of your money. Don’t you want to feel comfortable that person is nearby and available to understand and help you with the most important investment decisions of your life?

If you are looking for a Boca Raton, FL “Financial Advisor Near Me” you can’t do any better than Valued Wealth Management. Our Boca Raton offices are here to serve you!