Questions to Ask Your Financial Advisor in 2014Michael Stewart, CFP®, Financial Advisor, Univest Investments, Inc.
Starting the year off with a financial planning review with your financial advisor is a good idea to make sure everything is up to date. Many changes can occur during the course of a year such as your investment mix, long term goals and personal situation that warrant a review meeting.
In a review meeting with your advisor, some key topics include:
If some time has passed since you’ve last discussed these topics, call your financial advisor today to set up a financial review meeting. Also, remember it is to your advantage to make your advisor aware of your entire financial picture, so it is helpful to bring along any outside statements to review such as investment accounts, company retirement plans and life insurance policies. Univest Investments is here to help. Contact a financial advisor at 215-721-2112 or firstname.lastname@example.org.
Securities and insurance products are offered through Univest Investments, Inc., member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested. Consult a tax advisor regarding what may be best for your personal situation.