9 questions to ask a financial advisor before you hire them!


Are you confident that you’re asking the right questions before hiring an advisor?


Choosing the right advisor can be a difficult decision, as each has his/her own unique set of skills and experience. How do you know which advisor is right for you?


In this complimentary report, learn the 9 questions you should be asking in the advisor interview process!


9 questions to ask a financial advisor before you hire them!

Are you confident that you’re asking the right questions before hiring an advisor?

In This Guide You'll Discover


• Tips for interviewing your next advisor: What to seek out and what to avoid

• 9 specific questions you should be asking advisors before you hire them

• Why it’s important that you understand how your advisor gets paid

• The 13 different types of fees you may incur working with a financial advisor and the pros and cons of each

• The importance of a clean regulatory record, and how to check your advisor’s background

• And more!

In This Guide You’ll Discover

Tips for interviewing your next advisor: What to seek out and what to avoid


9 specific questions you should be asking advisors before you hire them


Why it’s important that you understand how your advisor gets paid


The 13 different types of fees you may incur working with a financial advisor and the pros and cons of each


The importance of a clean regulatory record, and how to check your advisor’s background


And More!

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Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.


The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.


TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.