5 questions to ask a financial advisor

Make sure you’re getting the expertise and qualifications you need.
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Be on the lookout

  • Be wary of “free financial advice luncheons” and other freebies, which could be sales pitches in disguise.
  • Watch out for exaggerated claims, particularly about sure ways to make a lot of money with no risk.
  • Walk away from high-pressure sales tactics. Good financial advisors won’t rush you. They know it takes time to weigh options and make the financial decision that’s best for you and your future.

Learn about estate planning

Take the free TCF Financial Fitness Program course about estate planning. TCF sponsors financial education programs developed by EVERFI, and unaffiliated third party. 

 

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