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Here are the 3 essential considerations when hiring a financial advisor: 1. Know How They're Paid > "Fee-only" advisors are paid directly by clients and cannot accept outside commissions. "Fee-based" advisors may also earn commissions from products they sell. Understanding this difference helps you spot potential conflicts of interest. 2. Planning vs. Products > Look for advisors who focus on comprehensive financial planning rather than primarily selling financial products. Be especially cautious of those who frequently push insurance products, annuities, or "infinite banking" concepts. 3. Client Service Model > Ask how many clients they serve and their communication approach. Too many clients (150+) per advisor may impact service quality. Ensure they're responsive and genuinely interested in understanding your needs rather than just managing your investments. I recommend interviewing at least three advisors before making your choice. Because it's an important decision...

It is my pleasure to announce that Senior Financial Advisor Marc Zarro has been named to Forbes Best-In-State Wealth Advisors for 2024, his second consecutive year. To learn more about Marc, who represents our Yardley, PA branch, click the banner below. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria https://lnkd.in/epb5_ZPD Matthew Hulbert

While reviewing your financial landscape, don't forget to monitor and maintain your credit score. An 800+ credit score may open up some doors to premium opportunities, products, and savings. Just as important, credit fraud and ID theft are on the rise, so it's important to check your credit report and protect yourself. *** One Wealth Capital Management LLC. is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advise in rendered by One Wealth Capital Management LLC. unless a client service agreement is in place.

ASSET TRACING Asset tracing demands a rigorous and systematic approach to ensure successful identification, tracking, and recovery of assets. This intricate process necessitates a step-by-step methodology, outlined below: 1. Compile comprehensive data_: Gather extensive information about the individual or entity, encompassing financial statements, transaction history, property deeds, legal documents, and any other pertinent records. This foundational step lays the groundwork for a thorough investigation. 2. Conduct exhaustive database searches_: Utilize a vast array of public and private databases, including property records, court filings, financial databases, and specialized sources, to uncover potential assets. This meticulous search helps reveal hidden or obscure assets. 3. Scrutinize financial transactions_: Thoroughly review bank statements, invoices, and other financial documents to detect suspicious transactions, patterns, or anomalies that may indicate asset concealment or fraud. 4. Identify potential assets_: Based on the gathered information, pinpoint potential assets, including real estate, vehicles, bank accounts, investments, intellectual property, or other tangible and intangible assets that may be relevant to the investigation. 5. Verify asset ownership_: Confirm ownership of identified assets through public records, title searches, or other means, ensuring accuracy and legitimacy. This step helps establish a clear link between the asset and the individual or entity. 6. Determine asset valuation_: Estimate the value of each asset, if possible, using industry-accepted methods and expert appraisals. This assessment helps determine the asset's significance and potential recoverable value. 7. Take legal action to freeze assets_: If necessary, initiate legal proceedings to freeze assets, preventing dissipation or concealment. This decisive step ensures the asset's preservation and availability for potential recovery. 8. Collaborate with authorities for asset recovery_: Work closely with legal authorities, financial institutions, and other stakeholders to recover and repatriate assets. This cooperative effort facilitates a successful resolution. 9. Maintain ongoing surveillance_: Continuously monitor asset movements and transactions to ensure assets are not hidden, transferred, or dissipated. This vigilant approach enables swift response to any attempted asset concealment or fraud.

pChoosing the right financial advisor is crucial for your investment success. Unfortunately, not all advisors meet expectations. This brings us to Chi Mak Financial Advisor Complaints, a topic every investor should understand. With complaints about unsuitable investment recommendations surfacing, knowledge becomes your best defense. I’ve spent years in finance, encountering various cases of broker misconduct. /p pThe post a rel="nofollow" href="https://lnkd.in/g44WBiQn"Understanding Chi Mak Financial Advisor Complaints: What You Need To Know/a appeared first on a rel="nofollow" href="https://lnkd.in/e7UhQyyJ"Investment Fraud Lawyers/a./p

The wire house mentality is managing your clients with an assistant and ‘maybe' a junior advisor. Tony Reilly, our CEO, has opened my eyes to thinking long-term and has big vision. As your clients and assets grow, the team needs to expand in order to provide a high level of service and advice. As a financial advisor, know when it is time to add a teammate. >> https://lnkd.in/g2VAYKyV

pAnthony Mesquit, a broker with Fidelity Brokerage Services LLC, is facing a serious allegation from a customer who claims to have received incorrect information before agreeing to a managed account solution. The pending customer dispute, filed on March 14, 2024, has the potential to significantly impact investors who have entrusted their assets to Mesquit and /p pThe post a rel="nofollow" href="https://lnkd.in/e7d62yxH"Fidelity Brokerage Services Under Scrutiny: Advisor Anthony Mesquit Faces Investor Misinformation Allegation/a appeared first on a rel="nofollow" href="https://lnkd.in/e7UhQyyJ"Investment Fraud Lawyers/a./p

Wondering if your car is on the most stolen list? 🚗🔒 You might be surprised! Knowing which vehicles are at higher risk can help you take extra precautions and even save on insurance. High earner not rich yet looking for financial guidance? Let’s connect! I work with clients locally and nationwide virtually to help you build and grow your wealth. Houston Financial Advisor. . . . . Disclaimer: Legacy Financial Designs is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation. #CFP #Money #Cars #Trucks

Ultimately, my job as a Financial Advisor is to work with you to build a relationship, understand your goals, and create a realistic plan towards setting yourself, your children, and your loved ones up for what lies ahead in life. In order to do this, outlined below is my 5 step process towards building our holistic strategy. Please feel free to check out my process on my website linked below!

WHY SHOULD POTENTIAL CLIENTS CHOOSE YOU AS THEIR ASSET RECOVERER? There are gazillions of lawyers and other professionals out there who are ready to eat your lunch. How are you going to distinguish yourself from everyone else chasing the same client? Well you need to persuade them that you bring something special to the lunch table. You need to bring what I call your own brand of “fairy dust”! Of course pricing is important but more important than pricing is actually delivering value. I find that clients are less fussed by the what we charge provided we recover a multiple of what we charge. It’s what investors call a Return On Investment or ROI. If you want to attract more clients in the Asset Recovery space you need to demonstrate you understand the concept of ROI. 20 years ago we were asked by one of the largest software companies in the world to assist them in finding a cost effective solution to the losses they were suffering due to counterfeiting. We showed them how we could solve their problem and at the same time give them an ROI. This led to many happy years for both of us. Mishcon de Reya LLP International Fraud Group (IFG)