Assess Your Advisor
Take this 2-minute quiz to find out if your advisor passes our test!
OR, if it’s time for a do-over.
The relationship you have with your financial advisor is one of the most important relationships you could have, especially in retirement. But how do you know if your advisor is giving you what you need to provide the lifestyle and peace of mind you and your family deserve?
Your decision could save, or cost you hundreds of thousands of dollars.
10 Warning Signs
Your Financial Advisor Isn’t a Good Fit
The relationship you have with your financial advisor is one of the most important relationships you could have, especially in retirement. But how do you know if your advisor is giving you what you need to provide the lifestyle and peace of mind you and your family deserve?
Your decision could save, or cost you hundreds of thousands of dollars.
Assess Your Advisor
Take this 2-minute quiz to find out if your advisor passes our test!
OR, if it’s time for a do-over.
Say Hello To Open Range Financial Group
Guidance You Can Trust
At Open Range Financial Group, our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your financial goals. We will answer your important retirement questions to help you feel confident in your financial future. Just like a business has a CFO, when you work with Open Range Financial Group, you get a dedicated, fiduciary, CFO who shares the responsibility of managing your financial plan.
Download our guide
Find out if your advisor is a stud or a dud
Knowing what you should expect isn’t always easy, but we break it down for you. In this guide you’ll see key elements that separates some of the most sought after advisors from the rest of the herd. It’s designed to give you clarity on danger signs as well as “green lights” for advisors.
We all know that “breaking up is hard to do”, so we’ll illustrate ways to take greater control over your finances and “make a switch” to another advisor.