If you are looking for a financial advisor, you probably have a variety of questions about what it takes to choose the right professional to work with you. Whether you are a young adult just starting out, a senior citizen looking for ways to improve your financial situation, or an experienced financial planner looking for new clients, there are some important questions to ask every financial advisor before you make a decision. Here are some of these questions, which can help you choose an advisor who will help you achieve your financial goals. What types of Chris Dixon Financial Advisor services can they provide? Different advisors offer different types of advisory service. Some specialize in retirement investments, while others can help you with asset allocation, estate planning, investing in stocks and bonds, or creating a diversified portfolio. Many financial advisors work only with their clients to seek investment opportunities that fit their specific financial objectives, age, and asset risk tolerance. Advice during Major Life Events Some advisors can provide guidance during major life events, such as marriage, giving birth, transitioning to retirement, or changing careers. They may be able to help you obtain a mortgage or loan, change insurance policies, or even to determine if you qualify for a credit card. What areas of Christopher Dixon Seneca Sc services can they provide? There are a wide range of different areas that different advisors can work in. Some advisors can help individuals plan for major life events, retirement, education, investments, mortgages, and even estate. They may also be able to recommend the appropriate long-term investments, asset allocation, estate planning, and even asset protection strategies for their client's long term financial success. How does a financial advisor service differ from a wealth manager? A wealth manager works with a team of advisors to analyze your overall financial situation and create a plan to benefit you. The wealth manager does not provide any advice or recommendations regarding how to invest your money. Your advisor on the other hand will actively seek out investments and opportunities for your financial best interest. Visit this website at http://money.cnn.com/data/sectors/finance/ for more info about finance. So how do you find a financial advisory services company that is right for you? First, you will want to determine what area of financial advisor services you are looking for. Do you want a company that offers investment advice and a variety of investment products like stock and bond indexes? Do you want a robo-advisor? No matter what area of robo-advisor services you are interested in, you will want to make sure that your advisor or company has no fiduciary obligations, only non-fiduciary obligations. Next, you will want to determine if you will be getting the financial advice from a tax planner or a wealth manager. Tax planning advisors, while they are highly-qualified professionals, cannot give you legal or financial advice. Wealth managers on the other hand, can help you manage your estate and assets, but you will be required to pay them a fee for their service. You should only use a tax planning advisor if you have the proper certification from a reputable regulatory body and your financial planning services are not being offered in a fee-based product.