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Choosing a financial advisor is an important decision, and Daus Consulting wants you to avoid making a mistake! Here is a list of critical, yet often overlooked, questions that you need to ask before making your decision.
Q1: What is your education and experience?
A1: Many “financial advisors” are not required to have a business degree, previous experience, or pass SEC exams. At Daus Consulting, employees are required to have a master’s degree or greater and all required certifications alongside years of experience.
Q2: Who will be handling my investments or analysis once I sign?
A2: Many advisors will give your work to inexperienced team members, outsource work to other countries, or use computers exclusively. It’s important to have experienced people working on your specific needs and storing your data domestically for security, quality, and IP protection. At Daus Consulting, we use a combination of experienced people and technology to give you ultimate control and flexibility.
Q3: Where can I go to get help or set up appointments when my plans change?
A3: Many other firms and advisors have long waits, few contact methods, or no way to change your investments quickly. At Daus Consulting, we pride ourselves in having multiple ways to contact us and to help you within two business days.
Q4: When you take me on as a client, what is your pay structure?
A4: Many firms and advisors will require a percentage of your earnings in addition to fees. Daus Consulting charges a flat hourly rate allowing you to make the most of your resources following our meetings. The time value of money you save and invest can mean a world of difference upon retirement.
Q5: Why should I trust you with my money and time?
A5: Many firms and advisors are commissions based and push products like annuities, which are only right in specific situations. At Daus Consulting, we act as a fiduciary, which is someone legally required to act in the best financial interest of clients. We DO NOT sell products on commission. No matter who you select, you MUST choose a fiduciary for your own protection!
*This article is original content produced by Daus Consulting LLC and may not be used in any other capacity without the express written consent and source credit given. The contents of this article are for entertainment and learning purposes; however, it does not constitute financial advice. Financial advice differs between individuals and business, and a consultation can be obtained at out website https://dausconsulting.com/shop/!