Frequently Asked Questions
Q. How to Switch Banks?
A. If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.
Q. Can I get help with my credit card debts from
a financial advisor?
A. Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.
Q. Why should I spend money on a financial advisor?
A. Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.
Q. I am already in debt. How can I afford a financial
advisor?
A. The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.