How to Choose an Advisor

There’s a lot to take in and understand when you start to look at where your investments are.  With all the loads, fees, internal expenses, there is so much to consider.


And that is just the beginning. There are also insurance products, annuities, life insurance and many other considerations to be made when planning for your financial future.


It is enough to overwhelm anyone – so how to do pick someone to help you navigate these troubled waters?

When it comes to the service you deserve, we believe there are several basic aspects of this business that you should expect to receive.


First of all, you should always expect that you are working with someone who can provide a fiduciary level of service.


Next, you should also expect disclosure – about what the adviser does, what you expect the firm to talk about, and how they keep that documented and available to you at all times.


Third, if there is proper disclosure and documentation, then you can expect transparency.


And finally you should expect a firm that keeps up with technology.


In this class, we will provide detailed information and tips on how to pick an adviser who is right for you. 


For more information and to request a consultation, contact us:


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Investing involves risk including the potential loss of principal.

Advisory services are offered by Journey Investments, LLC DBA The Journey Financial Group a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Journey Insurance, LLC. The Journey Financial Group and Journey Insurance, LLC are affiliated companies. The Journey Financial Group and Journey Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Sellstate ACE Realty, American Family Insurance, Synergy One Lending, Lizknowsmedicare, and Budget Balance are not affiliated companies. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or investment advisory services to any residents of any State. Information provided is specific to the State of CO. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The Journey Financial Group is not engaged in the practice of law  or tax preperation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.


Exclusive rights to this material belongs to The Journey Financial Group and GPS. Unauthorized use of the material is prohibited.

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