- How do you charge for your service? This will help you understand about how much you will owe and whether or not this individual has an incentive to sell you products.
- Initial planning fee?
- Percentage for assets under management?
- Selling specific products?
- What types of clients do you specialize in?
- Some focus on newly married couples
- Recently divorced
- Young couples
- Individuals nearing retirement
- Business owners
- Licenses & Credentials
- Do you need a CPA? (Certified Public Accountant)
- CFP? (Certified Financial Planner)
- ChFC? (Chartered Financial Consultant)
- RIA? (Registered Investment Advisor)
- Sample financial plan
- Reviewing samples of your financial advisor’s work can help you both determine if you two will make a great fit. It’s important for YOU to understand what he/she will be giving you for advice.
- How available will you (or your team) be for me?
- Yearly?
- Quarterly?
- Monthly?
- Whenever I need you?
- Some form of collateral (typically your car)
- A government-issued ID
- Proof of income
- Call us toll-free at 855-849-LOAN from 9:00 a.m. – 7:00 p.m. Monday – Friday and 10:00 a.m. – 4:00 p.m. on Saturday.
- Contact Us online today and someone will get back to you as soon as possible.
- Visit your new InstaLoan location listed above, or use our Store Locator and enter your zip code to find a different location.