5 Questions to Ask Before You Hire a Financial Professional

There are a lot of financial pros out there to choose from. These five questions can help you pick the one who's the best fit for your needs.

(Image credit: Maksim Shmeljov)

You’ve been saving, contributing to your work savings plan and even doing some investing for your retirement, and now you’ve decided you need help.

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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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Patrick Ayers, Investment Adviser
President, Ayers Financial Services

Patrick W. Ayers is the founder of Ayers Financial Services. A graduate of Virginia Tech, where he earned a degree in finance, he maintains the designation of Registered Financial Consultant and is a member of the Association of Registered Financial Consultants and the International Association of Financial Planning. 

Ayers shares his wisdom as weekly host of the “Financial Sanity” radio show and often serves as a guest speaker on radio and television, and he frequently holds informational seminars for corporations, universities, charities and individuals. He and his wife, Tara, and their three children live in Roanoke, Virginia. His interests include his kids’ sports, listening to music and watching Virginia Tech “Hokie” football.

Securities and advisory services are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a Registered Investment Advisor. MAS and Ayers Financial Services are not affiliated entities. The opinions of Patrick Ayers and Ayers Financial Services are their own.