Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor - Softcover

Spitters, Adrian

Softcover

ISBN 10: 1895112303 ISBN 13: 9781895112306

Publisher: Heartbeat Productions inc., 2016

Synopsis

Are you very interested in making sure that your hard-earned money is invested wisely? Hiring the wrong advisor will put that goal in jeopardy.Every day, affluent boomers, business owners and farm families engage financial advisors they should not be hiring. Advisors who quite often do not have the knowledge and expertise to manage their clients’ wealth effectively. Does the person or group investing your money understand how the financial markets and the world’s economic climate will impact your nest egg?In this book, you will learn how to ask the right questions to select the best investment advisor for your situation.With the information I provide, you will be well-advised and will make the best decision for you and your family. You can be sure the next financial advisor you engage will be the best advisor your money can buy.

About this title

About the Author

My name is Adrian Spitters. I have extensive experience in integrated family wealth planning. I grew up on a dairy farm on Nicomen Island near Mission, BC and have immediate family and relatives operating dairy, poultry and crop farms. I began my career offering investment advice to my natural market - family, relatives and friends operating dairy and poultry farms as well as family businesses connected to the ag-community. I saw a number of families suffer because they had no advisors. Others suffered because they misplaced their trust in unskilled advisors. Advisors who should have known better. Advisors who thought THEY had all the answers. My family was one of those who suffered unnecessarily. My father, like many farmers and business owners and affluent families of his generation, kept the family finances private. My brothers and I were not involved in my father’s estate planning. All I remember is my dad telling us that he wanted the farm to stay in the family and that he had arranged to make sure that happened and that we would all be treated fairly in his will. His advisors? A lawyer and an accountant. As co-executor (with two brothers) of my father’s estate, I discovered he had a poorly executed, unworkable Will and a non-existent farm succession plan. This lack of preparing the next generation to inherit the family wealth, business or farm caused me to rethink my role in my clients' lives. Today, I work as a Senior Wealth Advisor with extensive experience in integrated family wealth planning. My mission - to help families with complex financial assets, business owners, and farm families grow their investments and savings into a small fortune, while keeping the taxman at bay, has been especially gratifying. As you read this book, reflect on the questions and ponder the implications of your past and present actions. In this book, you will learn how to ask the right questions to select the best financial advisor for your situation. Don’t you want to join those whose careful planning paid big dividends?

About this edition

• Publisher: Heartbeat Productions inc.
• Publication date: 2016
• ISBN 10: 1895112303
• ISBN 13: 9781895112306
• Binding: Paperback
• Number of pages: 196
• Editor: Wachsmann Dr. Win
• Illustrator: Wachsmann Dr. Carrie