Free Consumer Protection Guide  ·  For Adults 55+ With $250K+ Saved
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7 Red Flags to Watch For Before Hiring a Financial Advisor

Most people walk into a “free consultation” completely unprepared. This guide shows you exactly what to look for — before you trust anyone with your retirement savings.

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What’s Inside the Free Guide

The 7 Red Flags That Reveal Whether an Advisor
Is Working For You — or Against You

🚩
Red Flag #1
They can’t clearly explain how they get paid
🚩
Red Flag #2
They say “fiduciary” but can’t prove it in writing
🚩
Red Flag #3
The “free consultation” feels like a sales pitch
🚩
Red Flag #4
They dismiss or downplay questions about hidden fees
🚩
Red Flag #5
They have complaints you haven’t checked on FINRA
🚩
Red Flag #6
They pressure you to decide quickly
🚩
Red Flag #7
They avoid giving you anything in writing before you sign
Why This Matters

The Stakes Are Too High to Go In Unprepared

$200K
The difference between a 1% and 2% advisory fee on a $500K portfolio over 20 years
43%
The gain required just to recover from a 30% portfolio loss — most retirees don’t know this
5 min
How long it takes to check any advisor’s complaint history on FINRA’s free public database
This Guide Is For You If…

You’re About to Make One of the Biggest
Financial Decisions of Your Life

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