Financial advisors in Scottsdale

Financial advisors help people make sense of money decisions that carry over years, such as planning for retirement, managing investments, and organizing an estate so the people you care about are protected. Many also handle tax planning, retirement income, life insurance, and, for business owners, succession or exit planning. Before you choose one, ask how they are paid, whether they charge a flat fee, an hourly rate, or a percentage of assets, and whether they act as a fiduciary, meaning they are required to put your interests first. Ask for a written summary of their services and costs, and meet with two or three candidates before deciding. Scheduling a first consultation before a major decision, such as retiring or selling a business, gives you time to compare advice.