This is the fourth post in a series inspired by a Forbes Magazine article that listed a number of questions you should ask a financial advisor.
Searching for a financial advisor that fits for you can be overwhelming. Over the past few weeks, we’ve been digging deep into some of the questions you should ask when meeting with a prospective advisor.
“What services do you provide?” is an important one.
The core service we provide at Sampson Investment Management is investment advice and management to achieve our clients’ short, intermediate, and long term goals. But we are more than an à la carte menu of services from which you can choose. We provide guidance over the decades to our clients as the expected and unexpected occur, affecting every day decisions. We choose to work with those who are interested in building a relationship and working together over the long-term. Of course, it’s better for our business to retain clients, but it’s beneficial to you to have an advisor who knows and understands their entire situation.