1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
In the quest for financial stability, especially for retirees and small business owners in Tucson, AZ, the importance of choosing the best financial advisor cannot be overstated.
This guide aims to be the definitive resource for those in Tucson, AZ, seeking a financial advisor who aligns with their goals and offers clear, confident guidance.
We’ve all heard the stories from friends and coworkers about terrible decisions they (or people they know) have made with their financial investments.
What’s worse, many were led to those decisions by financial “professionals” whose advice they trusted and followed.
Which can be extremely frustrating when trying to make sound decisions.
That’s why we created this guide.
The more you know about successfully choosing an financial advisor, the better chance you have of navigating retirement and the big financial events in your life with confidence.
The term financial advisor is often shrouded in mystery or confusion with the many different types of “advisors” claiming the title.
But let’s keep it simple: Financial Advisors are best explained as professionals who help you manage your financial life from investment choices and retirement vehicles, to life events and estate planning.
See that?
I didn’t just say manage your investments or sell insurance or annuities.
Those are products or “tools” an advisor may use in executing your plan, but the real qualification is someone who can help you plan for your future, guide you to those goals, and help you make the right decisions for your situation.
But where it gets tricky is that many people claim the title but don’t operate under any standard operational procedures. Unlike how a Medical Doctor has to go through years of training and education to claim the title, some advisors can get a license and start practicing the next day…
Confusing? Yes, it can be.
That’s why I want to arm you with the following 5 topics.
Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
We met an older lady who was interviewing another financial advisor and was impressed with his presentation and seriously considering hiring him. He had told her he had 11 years of experience, all satisfied customers, and was even going to manage her money for free since she was a friend of his mom.
Since she was a trusting person, she didn’t do any research and simply hired him based on what he said and the fact that he worked for a name brand firm.
Thankfully, her son was receiving copies of her statements and was monitoring her account. After a couple of months of the account going down, he became suspicious.
He did the research….
I might be fearful before going under, but the last thing I would want to worry about is whether or not I trusted their skills…
Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
Unfortunately, the client didn’t ask was what brand of products the bank would invest their money in. The bank put all of their money into proprietary products owned and managed by the bank. A couple years later, the client wondered why his performance was lacking and realized that the bank hadn’t picked what they thought was best or even investments with the best track record, but rather what would make the bank the most profit.
This person’s theory was that…
You’re about to retire and your 401(k) and other investments have grown over the years to where you think you’ll have enough to retire comfortably.
You’ve talked to a few friends who have retired recently and they’re telling you great things about the financial advisors they hired to help them manage their funds in retirement…
Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
It seems like everyone these days is calling himself a financial advisor.
There’s everything from bloggers talking about retiring early by writing a blog to insurance agents calling themselves full financial planners.
Probably the most common thing we run into is an advisor who recommends almost nothing but annuities but calls himself a financial planner other than an insurance agent.
The problem is, if you don’t know how to tell them apart, it’s hard to know which ones to seek out and which ones to avoid.
Now that you’ve gone through the series you should know more about what kind of advisors are out there, what types to avoid (in our opinion), and what research and questions are going to help you make a wise decision for your future.
We believe that the best situation is for you to be educated on what to look for before you just “trust” someone to do the right thing.
In today’s day and age, it’s more important than ever to be diligent about your choice whether you need one or not.
If you need further help, feel free to reach out. We’d be glad to take your call and point you in the right direction whether it’s working with us or choosing someone else.
In the end, as long as you reach your objectives and approach retirement with confidence we’ll be satisfied.
Thanks for reading,
Alex Parrs
Ironwood Financial
Office: 520-318-4600 | Fax: 520-318-4604
Your goal is a financially secure and comfortable retirement. Our goal is to help get you there.
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Copyright © 2021 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.
