Questions! So many questions! You have them for us, and we have them for you. Together, we’ll use questions to understand each other fully, and get you the answers you need to make informed decisions. Here are some good questions to ask your Aquilant Advisor.
Call us today at 314-309-2078 to get the conversation started. We’ll answer these, and ALL of your questions.
What does Define Your WealthSM mean?
What does A Wealth of Financial KnowledgeSM mean?
What is the value of experience and credentials?
What does CFP® certification mean and why does it matter?
What does ADPA® accreditation mean? (Accredited Domestic Partnership Advisor)
What’s an RIA and why does it matter? (Registered Investment Advisor)
What does “risk tolerance” mean?
How do comfort levels change?
Does it cost me anything to have Aquilant help me develop an education savings or retirement plan?
I see the word “custodian” in your disclaimer…what does that mean?
Would you explain about estate planning…and what should I be telling and asking my attorney about?
I’m a busy working parent…can I bring my children into your office when we meet?
What can my teenagers learn from you?…and will you teach them anything about basic financial matters?
How can you help my adult children and heirs understand my financial strategies so they are prepared when it’s time for them to take over their share of my estate?
The kids are heading off to college…what can you do to help us teach our kids how to handle money when they first get out on their own?
How can I better protect my personal data and identity?
Only you can define what wealth means to you. On a basic level, it’s an abundance of money and things. But a fuller definition of wealth may include: your personal earning power, the wellbeing of family and loved ones, the education of your children and grandchildren, the ability to give, time to enjoy life, accomplishment, respect, health, happiness, love, personal freedom, your legacy, friendships and so much more.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Aquilant, LLC, a Registered Investment Advisor. Cambridge and Aquilant Advisors are not affiliated. Charles Schwab and Co. Inc. and Fidelity are the unaffiliated qualified custodians for Advisory accounts of Aquilant Advisors. Registered in IL, MO, CA, MI, MS, TN, OR, KY, FL, TX, NV, OH. Check the background of this investment professional on FINRA's BrokerCheck.