5 Important Questions to Ask Your Financial Adviser

The answers to these questions can help make sure you're getting smart guidance from the right person.

Most people don't have a lot of room for error when it comes to where and how they invest their money, especially as they grow older. Even people who do have a little cushion have no interest in needlessly losing money.

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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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Joshua M. Blaker, RFC, Investment Adviser
Founder and President, Accrue Wealth Designs

Joshua M. Blaker is founder and president of Accrue Wealth Designs, a full-service financial advisory firm. He began in the financial-services industry in 1997, working alongside his father. As an income and preservation specialist, Blaker works with retirees and individuals planning for retirement. He has passed the Series 65 securities exam, qualifying him as an Investment Adviser Representative in Arizona, and holds the Registered Financial Consultant (RFC®) designation. He is also licensed as an Insurance Professional in multiple states for life and health insurance. Investment advisory services offered only by duly registered individuals through AE Wealth Management LLC (AEWM). AEWM and Accrue Wealth Designs are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. AW06183444