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Question: When is it Time to Change Financial Advisors?

In Our Opinion:

  1. Our firm hears this all the time: “We should’ve come to you sooner.”

  2. Procrastination will not fix the problems with your portfolio.

  3. Sitting on investments that aren’t working WILL NOT fix the problem.

  4. Not doing proper daily research WILL NOT fix the problem.

  5. Listening to friends, family, or neighbors WILL NOT fix the problem.

  6. Other investor’s bias toward their own personal investment decisions will cost you!

  7. Good example of a bad decision: Investors that decide to move to cash AFTER the market goes down.

Fee-Only Fiduciary Money Managers, like Rezny Wealth Management, are the only people you should entrust your wealth and retirement to. Call us today to schedule a consultation, (800) 618-8577


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