What to Talk About with Your Financial Advisor at Your Yearly Meetings

Working with the best financial advisors in Vancouver should be a lifelong prospect. As long as you have financial goals that you want to meet, you would want to consult the best financial advisors in Vancouver. 

Meeting your financial advisor yearly is recommended to check up on your investments and understand where you are in your current financial aspect. Make the most of your meeting by asking these questions:

1.   Are my investments still suitable for me?

You might have chosen this investment mix when you were still single. But now that you have more wealth or your status has changed, you might also want to change your investment mix. For instance, you can opt for investments that are not too risky if your goal is to preserve your capital or go for a riskier investment if your goal is to maximize income.

2.   Talk about retirement?

Are you saving enough for your retirement? What if you are nearing your retirement but the bear market is approaching? This can affect your investments. Many advisors recommend diversifying your investments by setting aside some of it to more conservative investments that won’t be affected by the volatile market too much.

3.    Are there products that I can take advantage of?

There are often new products like insurance that people can take advantage of. A life insurance plan tied to an investment can be a good option for those seeking to have a nest egg.

It’s good to go to reputable financial advisors such as ZLC Financial to understand where you should stand when it comes to improving your finances.

To know more about Business Family Succession please visit our website: zlc.net

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