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3 Questions to Ask When Choosing a Financial Advisor

Retirement Solutions Logo available through CFS​​Financial advisors are knowledgeable professionals who provide guidance, insight and education about saving and investing. They can help you make informed decisions with your money so you can get closer to achieving your long-term financial goals.

Anyone could benefit from working with a financial advisor. Many people seek help from a professional when they're ready to develop a solid retirement planning strategy.

If you're thinking about working with a financial advisor, here are some key questions to ask when making your decision:

How often will we meet and communicate?

Like any successful relationship, your relationship with your financial advisor should have open communication. Ask your advisor how they plan to communicate with you and how often they'll check in. Many advisors will want to meet with you at least twice a year to update your plan based on changes in your life. It's also important to know how you can reach your advisor if you have questions or concerns.

​Will you get to know my unique financial situation and goals?

Next, make sure your advisor understands your current financial situation, as well as your goals and dreams. A good financial advisor will take the time to ask you questions and understand your financial journey, values and vision for the future.

At Wright-Patt Credit Union (WPCU), our CFS* Financial Advisors, available through CUSO Financial Services, L.P.*, will work with you to understand your complete financial picture.

During a comprehensive financial review, your financial advisor will work with you to identify your short and long-term goals. They'll then create a personal plan that outlines the investment and insurance services needed to help you achieve those goals. At WPCU, we understand that talking about your finances can feel vulnerable. Our advisors are here to offer support, advice and solutions in a judgment-free environment!

Will I learn about investing? Will you help ensure I understand?

O​ne of your advisor's roles is to help educate you about financial topics such as budgeting, saving, investing and insurance needs. Your advisor is there to help simplify complex acronyms and investing jargon. They'll also answer your questions so you understand your opportunities to save and grow your money.

Find the financial advisor that's right for you

Above all else, it's important to find a financial advisor you trust and enjoy working with. If you're still looking for the right fit for your needs, WPCU's Retirement Solutions team is here and ready to help.

Our team of CFS* financial advisors, available through CUSO Financial Services, L.P. (“CFS"), are available by appointment to discuss your goals and create a custom and individualized financial plan that will help put you on your path to success!

Contact us today​ to set up a complimentary, no-obligation appointment.

​​​​​​​​*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Cr​edit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to; investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
All information provided through this site is intended to be accurate. However, there may be inaccuracies at times, which will make all commercially reasonable efforts to correct when found. Information provided is intended to assist you in making decisions and does not eliminate the need to discuss your particular circumstances with a qualified professional.
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