Finding the right financial advisor is one important component of engaging with your estate planning and ensuring that you have the right documentation to accomplish your goals, but do you know the things that your financial advisor shouldn’t do? Are you fully versed in how to approach all of the aspects of financial planning in conjunction with estate planning? 
Read on to learn more about some of the things that a financial advisor might not be able to help you with and where you should look for another professional, such as a tax planning professional or a certified public accountant. These individuals may have more nuanced knowledge that can help you to accomplish individual goals. Your advisor might have their own roster of contacts in specialized subject areas, but you also want to consider looking for referrals in the area from people who have had a positive experience.
The truth is that your financial advisor plays an important role in your overall planning process, but only when you’re also working with a tax professional or an estate planning attorney.
Some questions to ask your financial advisor before deciding to work with him or her include:
· Do you have a network of professionals and how did you come to know them?
· In what situations would you be willing to send me to another professional?
· Do you regularly network with these other professionals?
When interviewing comprehensive financial advisors, these questions are a great baseline to figure out who you can trust.
Identification of a team of professionals is important since you will likely engage with these people on a regular basis as you need to update your various materials. The professionals in your network, having relationships with one another, also makes it easier for you to update your information as you go.
These professionals will likely already understand the role that the other one plays, and this makes it much simpler for you to be able to get support across the board. Hire a lawyer in Pasadena you can trust.
