People and Financial Firms
Selecting investment help should be a careful process.
Do you know where all your money is going? Do you have the time and energy to research investment options? Do you feel comfortable with your saving strategies?
However, if you have any doubts about how to manage your money, or feel as if you don’t understand your finances or investments, hiring an investment adviser may be for you.
Always do your research before hiring an investment adviser. Look at two or three advisers before making a decision. Your money is your livelihood, so take advice from someone you know you can trust. Here is a list of questions you can ask a potential adviser:
Once you have selected a potential adviser, be sure to meet with them regularly.
*The information on this page is credited to IPT and Kiplinger. Their original materials are made available by the Kansas Securities Commissioner's website.
This article is published on KansasMoney.gov. Find more information by contacting these state agencies: