One key thing to remember is that your needs will be different from others for many reasons. Think about your personal needs and goals. These will shape the type of financial advisor you look for. Some factors might include:

• Your personal level of expertise

• Your desired level of involvement

• Your goals - building personal wealth vs. supporting others vs. simply ensuring that you will never run out of money

• Your nagging questions - "How can I save taxes?" "How can I make things simple for me today, and for my spouse or family after I am gone?" "How do I get some of those great investments that I keep hearing about?" "Am I going to be OK if I have health problems?" "Will I be OK if I live to 100?"

• Do you want peace of mind or do you want to take some financial risks?

Once you have a handle on what you want from a financial advisor, a good next step would be to think about people you know who might have similar goals. Ask them if they have a financial advisor and, if so, are they happy with them. Ask them the areas where the advisor adds the most value. If they are happy, and the value-added areas match some of your key personal needs and goals, then it makes sense to set up a meeting.

"I really like advisers who connect with me by talking about my life goals, what do I want my money to do for me, my family and my financial legacy."

There are many financial advisors in Buffalo NY

The best way for you is to find one that you can connect with and feel comfortable talking about your life, your goals, hopes and dreams.

Mintco Financial has helped many clients and their families to reach their financial goals. If you decide to interview us please call us for a meeting at 716 565 1300. We will be happy to assist you. www.MintcoFinancial.com

Email is info@mintcofinancial.com

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Mintco Financial
716 565 1300