3 Things to Know About Finding a Financial Advisor

 In Interview Coverage

Ryan Derousseau of US News & World Report includes Joe Heider, president of Cirrus Wealth Management in an article about finding the right financial advisor. “Be sure to ask what their succession plan is. An investor needs to know what happens to their portfolio should an advisor retire or unexpectedly die. A strong advisor will have a clear answer,” he says.

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  • Max Jones
    Reply

    I really liked your suggestion to ask a financial adviser what their plan for success is. My wife has been thinking that we should find a financial adviser for us to meet with, and knowing that there is a plan in place would be helpful. I’m going to have to see if we can meet with some different financial adviser options and figure out what we can find as far as a plan for success!

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