5 Things Your Advisor Will Never Tell You

Has your advisor told you, “I am selling you this product to make a huge commision”? We didn’t think so. Sometimes the most powerful information is what you are not being told.  With financial planning and asset management, the stakes are simply too high.  In this ColoradoBiz article, our founder and president, Kevin McNab provides a refreshing look at 5 things your advisor will not tell you.  

Financial advisors have a lot to say. They may tell you about the past performance of a fund or use financial jargon to explain a concept. They may talk about the rich tradition of their company or discuss your financial goals. There are also many different types of advisors. There are independent fee-only advisors and there are commission-based advisors. There are advisors who service thousands of clients for huge mutual fund companies and there are advisors who work for big brokerages with traditional “Wall Street” firms. They may also go by different names including wealth management advisors or financial planners with titles ranging from personal financial advisor to vice president. With all this variety, what you don’t know, could hurt you, and frankly, the stakes are simply too high not to ask. Here are some of the unmentionables to beware of…READ MORE!

Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.