Most people don’t want the challenge or stress of handling their investments. We are much better off when we hire the services of Christopher Dixon Financial Advisor to manage our portfolio for us. However, not all financial advisors are the same, so you want to make sure you have them answer some questions before you hire them.
How Do You Invest Your Money?
This is one of the most important questions for you to ask any of our advisors, including Christopher Dixon & Samuel Dixon. Asking this question is crucial because it gives you a general idea of how your money will be taken care of. None of our advisors will give you specific details about their portfolio, but they can give you general ideas about what they do with their own money and what strategies they follow. Knowing what they choose to do can help you better understand how they might handle your investing. It also gives you the chance to ask more detailed questions about different investment strategies that our advisors are happy to help answer.
Why Are You Qualified?
This is another one of those important questions because it gives you insight into what kinds of certifications and experiences our advisors have. For example, Christopher Dixon Financial Advisor, has years of experience. He also has a bachelor’s degree from an accredited college, is a founding member of the company, and holds insurance licenses in two states. When discussing qualifications, it’s important to discuss that advisor’s specialty to ensure their abilities match your expectations.
