For three seasons on MoneyTrack, our television audiences have been asking us, how do I a find qualified financial advisor? We’ve shared the good, the bad and ugly when it comes to professional financial advisors.
Now I’m thrilled to tell you we’re about to introduce a truly exciting online tool that will finally help you find, vet and connect with the best-fit financial advisors.
These are the questions you’ve been asking. When something major changes in our lives it usually impacts our finances— buying or selling a home or a business, a divorce, dealing with a family inheritance, or understanding when it’s time to re-balance your portfolio or roll over 401k savings without getting hit with a giant penalty. These are some of the reasons you may feel you want real investment advice from a professional– someone who isn’t motivated to sell you expensive investment products.
Stay tuned! We’re about to launch WealthRamp.com– your online Financial Advisor Connection that will cut through the clutter of credentials to find the right fee-based investment advisor at the right time. Think eHarmony— my new tool will match you to the best-fit advisor based on your personal preferences. Contact me now to participate in our pilot.