Financial Tip of the Week: 5 Questions to ask a Financial Sales Advisor

San Diego Entertainer’s own financial expert, Steve Sexton, provides the Channel 6 San Diego Living show with financial tips throughout the month. We are thankful to be able to share his financial expertise with our readers as well.

Since August 01, 2011 the market has fluctuated tremendously.  With the instability of the market people tend to act impulsively, thus making poor financial decisions. It’s common for people to chase the market, but because everyone has their own unique financial situation, it isn’t wise to take advice solely from an article you read, or a segment you watched on T.V.  The best way to educate yourself about your investments is to approach a financial sales advisor and to ask the following five questions:

1. How will you adequately review my personal financial situation and how is it in my best interest?

2. How will this affect my taxes each year and in the future?

3. What about my liquidity and my income?

4. What risks am I taking with my investments?

5. What will happen with my finances if something were to happen to me?

Steve Sexton is a financial expert who personalizes each individual’s financial plan on their unique circumstances and goals. He has over 15 years experience in the financial services industry and holds multiple licenses and designations including being a Better Business Bureau member and a National Ethics Bureau Member.

If you would like to learn more about the financial planning provided by Sexton Advisory Group, securing your financial wealth and freedom, planning for your retirement or to reserve a spot in one of Sexton’s free financial workshops you can visit www.sextonadvisorygroup.com. Or you can reach the Sexton Advisory Group by contacting Steve Sexton at steve@sextonadvisorygroup.com or by calling 951-695-8810.

Don’t forget to watch Steve Sexton on the Channel 6 San Diego Living on Tuesdays for more financial tips.