3 Mistakes to Avoid When Working with a Financial Adviser

Keep these three don'ts in mind when you meet with your financial professional.

(Image credit: ©John Widgoose 2015)

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Byron R. Moore, Managing Director, Planning Group
Certified Financial Planner, Argent Financial Group

Byron Moore, Managing Director, Planning Group, Argent Financial Group, helps clients protect, grow and enjoy their wealth by designing and implementing financial strategies that coordinate and balance a client's resources. His financial columns are syndicated in five Gannett newspapers in Louisiana. Byron has been a Certified Financial Planner® practitioner since 1991. He and his wife, Melinda, have four children. They are why he smiles a lot.