Eight Important Questions to Ask Your Financial Advisor

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OJM Group

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OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘ not constitute an endorsement of OJM by the SEC nor does it indicate that OJM has attained a particular level of skill or ability. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact practice in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

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This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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Eight Important Questions to Ask Your Financial Advisor

By OJM Group FEATURING Robert Peelman

1,939 views

November 30, 2017

Click here (http://www.ojmgroup.com/WMMSVUMEDI) for your free hardcopy or ebook download of OJM’s newest ...
read more ↘ book Wealth Management Made Simple. In this video, OJM Group Director of Wealth Advisors Robert Peelman, CFP suggests eight questions you should ask a prospective financial advisor, or your current advisor during an annual review. Topics include the advisor's fiduciary or suitability standard, investment philosophy, professional credentials and views on market timing.
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