Free Guide

A financial advisor can help you achieve your goals. We’ll help you find the one that’s right for you.

Our free guide can show you:

  • How a financial advisor can help you reach your retirement goals
  • What a financial advisor can (and can’t) do
  • How to compare your financial advisor options
  • What questions to ask a financial advisor before working with them

New 2022 edition

Download The MagnifyMoney Guide to Choosing a Financial Advisor

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We can help you

Overwhelmed by all the options?

Our step-by-step guide will walk you through how to effectively compare financial advisors to ensure you end up working with the one who is right for your unique situation:

01
Find out if the advisor can meet your needs

By considering an advisor’s typical client base, minimum investment requirement and areas of specialty, you can quickly narrow down your choices.

02
Check the advisor’s costs and disciplinary history

We’ll help you assess an advisors’ fees and learn how to check for any disclosures or conflicts of interest to make sure you end up working with someone you can both afford and trust.

03
Interview the advisor

Your relationship with your financial advisor is an important one. We’ll walk you through all of the questions you’ll want to get answered before making it official.

Of those who have gotten advice on saving for retirement from a financial professional, 88% say they have benefitted.

(Source: Certified Financial Planner Board of Standards, Inc.)

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