Click here to watch Episode 8, “Who Can You Trust With Your Money?” on YouTube.
How can you tell the difference between someone who simply manages your investments and someone who takes a comprehensive approach to your financial well-being? How can you determine whether an advisor’s recommendations are aligned with your best interests, and whether compensation arrangements could influence the advice you receive?
In the latest episode of The Rogé Standard, Steven Rogé, CFP®, and Christopher M. Kehoe, CFA®, break down what you should know before choosing a financial advisor, including the credentials, services, and important questions that can help you make a more informed decision.
Click here to Subscribe to The Rogé Standard on YouTube
For tailored, fee-only guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
