Are You Receiving Complete Financial Advice?

Is your financial advice incomplete or complete?

Our latest video shares some points you should consider. When we first meet with someone, in our first 45-minute to an-hour discussion, we typically ask questions to understand how you got where you are financially, how much you saved, and what estate planning you've done. Then we go into how you think about money because not everybody thinks about it the same way.

Understanding this helps us guide you in determining if certain investments are the right ones for them. But that's not enough. The investment advice given should be based on seven key factors.

The first one is about risk. Are you taking too much risk based on your vision, or is it not enough? There are six more questions that you should consider carefully to make sure you are getting complete financial advice.

Have any questions? Contact us today!

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DISCLOSURE:
Safeguard Investment Advisory Group, LLC. is a registered investment advisor. Information presented is for educational purposes only & does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk & unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Investment Advisors, Reid Abedeen, Rick Rivera, Edward Sota, Andy Anable, Chris Miller, Dan Carter, David Hart, James Murray and Deryk Cherubini are also licensed to offer insurance plans and products in the State of California under license numbers: #0C78700, #0B51891, #0C16747, #0G78226, #0F57413, #0C32681, #0D42046, #0F77176 and ##0H56092.

Видео Are You Receiving Complete Financial Advice? канала Safeguard Investment Advisory Group