What Are The 5 Concerns When Having A Team For Financial Advice
1. Tailored Advice - Your team should have the knowledge and the experience necessary to navigate both investment storms and sunny days.
2. Caring - Your team should genuinely care and be proactive about your success.
3. Communication - You should hear from your team on a regular and consistent basis during both good and bad markets.
4. Taxes - Your planning should include strategies that seek to help minimize taxes.
5. Fees - Your costs should be reasonable, fair and transparent.
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Todd M. Hoffman CFP®, CPM®
Founding Partner
Executive Managing Director
Senior Portfolio Management Director
Wealth Manager
CONTACT:
Steward Partners Global Advisory
600 Cleveland Street, Suite 1150
Clearwater, FL 33755
Direct 727.351.5323 Fax 727.281.8115
Toll Free 844.367.1613
Email: todd.hoffman@stewardpartners.com
Website: www.todd-hoffman.stewardpartners.com
Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
For more information about the lists above go to https://www.stewardpartners.com/recognition.35.html
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners
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