JKP Consulting; How To Choose A Financial Advisor - PowerPoint PPT Presentation

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JKP Consulting; How To Choose A Financial Advisor

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Are you struggling to manage your finances? If you're like most Americans, you might need a hand, say the experts at JKP Consulting. According to the National Financial Education Council, Americans lack personal finance knowledge, which costs them $1,200 per year. – PowerPoint PPT presentation

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Title: JKP Consulting; How To Choose A Financial Advisor


1
JKP Consulting How To Choose A Financial Advisor
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  • Are you struggling to manage your finances? If
    you're like most Americans, you might need a
    hand, say the experts at JKP Consulting.
    According to the National Financial Education
    Council, Americans lack personal finance
    knowledge, which costs them 1,200 per year.
  •  
  • By working with a note investing consultant, you
    can avoid these costs and focus on your long-term
    objectives. Advisors aren't just for the
    wealthy-they're a wise choice for anyone who
    wants to put their finances on track and set
    long-term goals. Follow these steps to find a
    financial advisor that's right for you.
  •  

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  • Check the credentials
  • Ensure that your financial advisor has the
    required credentials and credentials. A financial
    planner should be acquainted with the subject. As
    a starting point, your financial planner should
    be a registered investment advisor with SEBI.
  •  
  • In terms of qualifications, the Certified
    Financial Planner (CFP) certification offered by
    the Financial Planning Standards Board is a
    globally recognized designation.

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  • A CFP certification is still another thing to
    consider, though it is not mandatory. Any
    financial professional or professional associated
    with a related field can be a financial planner.
  • Find a real fiduciary
  • The legal guidelines for who is considered a
    fiduciary are murky, at best. Many advisors have
    to act in your "best interest," but what that
    means is almost impossible to enforce, except in
    the most egregious cases. You should find a real
    fiduciary.

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  • Ask how they get paid
  • You should ask how the advisor makes money and
    how much you can expect to pay to work with them
    during your initial meeting, say the experts at
    JKP Consulting. It can be awkward to ask, but
    understanding how they make money can affect
    their advice.

8
Your note investing consultant should get to know
you, keep you informed, and help you achieve your
goals. They should also discuss how much risk
you're comfortable with.
9
Thanks!
  • Any questions?
  • You can find me at
  • https//jkpholdings.com/
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