Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

12 Reasons To Break Up With Your Advisor

You are likely reading this because you have doubts about your financial advisor. We know choosing a financial advisor to manage your money life can be a tough decision. How can you be sure they have your best interests in mind?

The typical advisor’s goal is for your investments to perform on par with the market because so long as this is accomplished, they are in the clear from a regulatory standpoint and you typically won’t leave them.

Think about your current advisor when you look 12 points below. If you can answer “Yes” to 3 or more questions about your advisor you need to seriously question their ability to provide you with the best advice.

  • Conflict of interest?
  • Not a Fiduciary/Isn’t Legally Band?
  • Captive Advisor?
  • No History of Performance in a Recession?
  • Ignores Healthcare Planning?
  • Ignores Estate Planning?
  • Ignores Tax Planning?
  • Has Not Provided Personalized Retirement Income Plan?
  • Charges High Fees to Put You in Same Fees You Could Choose Yourself?
  • You Have to Call Them, They Don’t Call You?
  • They Don’t Take Time to Explain So You Truly Understand?
  • You Feel Like A Number?

Crown Haven Wealth Advisors was founded is because we believe EVERYONE deserves great advice, from a team of expert professionals that truly care about your outcome.

Over the past decade, we have seen thousands of potential clients get trapped in bad deals that yield our competitors more revenue and leave their customers high and dry.

If thinking about these 12 points makes you question your advisor or financial plan you need to fill out the form below for a complimentary, no commitment portfolio review.

It’s your money and your retirement. You deserve the best advisor, the best market risk protection, and most importantly all the time, energy, and opportunity to enjoy all your worked hard for to enjoy retirement. It’s time to see if Crown Haven can meet and exceed your expectations.

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