15 Things to Do Before Retaining a Financial Advisor

Before entrusting your financial future to an advisor, it can be helpful to take some important steps first. While an advisor can help managing your finances and your long-term goals, not being fully prepared can hinder your progress.

EP Wealth’s free downloadable guide, 15 Things to Do Before Retaining a Financial Advisor, will share best practices on how to set yourself up with an advisor, such as:

  • Evaluating various savings programs, like a 401(k), Roth IRA and 529 accounts
  • Assessing and monitoring your credit
  • Building a savings plan to fit your goals and objectives
  • Focusing on your biggest asset--your loved ones
  • ... and more

If you have $500,000 in investable assets, complete the form to get your copy of the guide and request a complimentary meeting with an EP Wealth Advisor.

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About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 36+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

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**Investable assets include your IRA, Roth IRA, 401(k) or other investment accounts (and does NOT include your home or other real estate holdings).

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EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.