Question: When is it Time to Change Financial Advisors?

January 13, 2022

 

In Our Opinion:

  • Our firm hears this all the time: “We should’ve come to you sooner.”
  • Procrastination will not fix the problems with your portfolio.
  • Sitting on investments that aren’t working WILL NOT fix the problem.
  • Not doing proper daily research WILL NOT fix the problem.
  • Listening to friends, family, or neighbors WILL NOT fix the problem.
  • Other investor’s bias toward their own personal investment decisions will cost you!
  • 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

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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