Hiring a professional financial advisor will require you to vet candidates to see which will provide  you with the services best suited for your particular needs. There are numerous aspects which  you should consider. You will, of course, want to ask them questions to find out their proficiency in financial planning. However, you should also take into consideration the human aspect of  building a relationship with a financial advisor as well.  

Practical questions 

Of course, you will need to make sure a financial advisor meets your pragmatic criteria. This will  include a fee structure that you can afford. You should inquire about a financial advisor’s  investment philosophy to ensure a good match for your financial goals and tolerance for risk.  Also, ask them about all of the various services they offer and how available their customer  service representatives are. You may even want to look at online reviews of the company to  gather more information. 

Being treated like a person 

Although all of these practical aspects are important to consider, you should also look at a  potential financial advisor from a more human point-of-view. Ask yourself if you enjoy working  with the people at the particular firm. Do they treat you like a human being and not just another  account they need to take care of? 

This is important because creating a relationship with a financial advisor is generally a long-term  commitment. You will be spending a significant amount of time dealing with the people at the  firm, so you want to make sure they are pleasant and easy to get along with. Remember that  you will be trusting a financial advisor with important financial decisions which means you want  to be comfortable sharing personal information with your financial advisor. This can help  develop an effective financial plan that truly empowers you to achieve your financial goals. 

Developing a relationship with clients 

At Paramount Wealth we will treat you like a person with real human needs and concerns. It is  our belief that having you as a client is about fostering a relationship that is open and honest.  This ensures that the lines of communication are always available to you to express whatever  concerns you may have. 

Every interaction with our team will be warm, caring and empathetic. Our professionals will take  the time to really get to know you and fully understand your life goals in order to completely  integrate these goals into a financial plan that is comprehensive and effective.  

Any opinions are those of the author and not necessarily those of Raymond James. The information contained in  this report does not purport to be a complete description of the securities, markets, or developments referred to in 

this material. Any information is not a complete summary or statement of all available data necessary for making  an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a  profit or loss regardless of strategy selected.