Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Jul 14, 2022

Meeting with a wealth management advisor can be intimidating at first. You may feel overwhelmed or like you’re not sure about important questions to ask or topics to bring up during a session. Don’t worry, because wealth management advisors are experienced and know how to steer you in the right direction. If you have a general idea of your financial goals, your advisor will work with you to come up with a plan for managing your wealth. 

Generally speaking, here are some topics that we recommend you bring up during a wealth management meeting.

What are some topics to discuss with a wealth management professional?

  • Potential investments — Investment strategy is one key component of wealth management and planning. CERTIFIED FINANCIAL PLANNER™ professionals have the knowledge you need to get the biggest return on your investment with the least amount of risk.
  • Retirement planning — You can never start planning for retirement too early. Financial planners and wealth managers know the value of retirement planning and how it can affect the lives of clients. It’s important to account for retirement in your wealth planning and goal making.
  • Tax planning — This topic is always a good one to bring up to a wealth management professional. They are specialists in understanding tax brackets and how to get the most tax breaks to maximize your wealth now and in the future.

Talk to a ProVise CFP® professional about a variety of wealth management topics

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance, and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about several wealth management topics? Contact ProVise today to schedule a complimentary consultation.