Downloadable Hiring an Advisor Guide

Conclusion

In this PDF you’ll get all eight chapters of my online 2020 Ultimate Guide to Hiring a Financial Advisor, including the types of advisors, what is a fiduciary, what questions to ask a financial advisor, and more!

Download your copy by clicking the image below.

Hiring an Advisor Video

Disclosure

Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

Steven Van Metre and AFA disclaim responsibility for updating information and disclaim responsibility for third-party content, including information accessed through hyperlinks. Prior to making any investment decisions, one should seek qualified financial, tax or legal advice as it pertains to their situation and not base any decisions on a blog post, online review or third-party content.