Blog | CB Investment Management

5 Vital Steps To Choosing A Financial Advisor

Should you talk to a Financial Advisor?
Ask for Financial Planning?
Asset Management?
Wealth Management?
Investment Management or an  investment manager?
Investment Adviser or Registered Investment Adviser?
What really matters to the client is not immediately apparent from any of these names, but this becomes very clear when you focus on 5 key areas.

Fiduciary Distinctions
Financial Planning
Investment Management
Client Service
Total Client Cost
Here is how to look at these 5 areas to find the best advisor for you (Click present in the top right corner of the link below):

https://docs.google.com/a/belpointeasset.com/presentation/d/1Rj9SPmWcLWqeU1aD6udDCzvR9v_Qb2-ybR4dsdf9OG4/edit?usp=drive_web

 

Best Practice is a matter of your Best Interest.


Education and a Commitment to Informed Consent is an Obligation.

Chris Belchamber is an IRMAA Certified Planner

Medicare’s IRMAA impacts every retirement plan. Learning how to mitigate it is available via IRMAA Certified Planners designation.

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