Four Signs That It’s Time to Let Your Financial Adviser Go

If your calls aren’t returned and you’re getting charged fees you didn’t expect, among other issues, it’s time to consider your options.

An older businesswoman wears a thoughtful expression as she stands by a window in a high-rise and looks outside.
(Image credit: Getty Images)

Choosing the right financial adviser is important because they can help you make smart decisions about your money and plan for the future. They can also give you advice on investing, saving for big goals and managing your finances. Plus, they can help you navigate all the complex financial unknowns and help you achieve confidence. It’s like having a knowledgeable friend to guide you through the money maze.

A solid relationship with your financial adviser is all about trust and understanding. When you have a good rapport, your adviser grasps your financial goals, your comfort level with risk and your personal situation and can, therefore, tailor their advice to fit specific needs and help you stay on track with your money goals. A one-on-one connection and an adviser who really listens to and understands your goals can be vital to a stress-free retirement.

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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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Heidi Ardis
Founder and CEO, Agape Wealth

Heidi Ardis is a wealth adviser and the founder and CEO of Agape Wealth, which she opened after serving in executive positions in the corporate and independent financial world. Heidi is the author of Simplified Strategies for Retirees: Defend and Distribute your Income and Wealth with Proper Planning. Her commitment to faith and family shines through, and Heidi enjoys helping people preserve and grow tax-efficient retirement income for themselves and their loved ones.