You deserve the best retirement.
Does your advisor deserve you?

Your decision could save, or cost you hundreds of thousands of dollars.
Call (419) 517-1227, or click below today.

The relationship you have with your financial advisor is one of the most important relationships you could have, especially in retirement. But how do you know if your advisor is giving you what you need to provide the lifestyle and peace of mind you, and your family, deserves?

The relationship you have with your financial advisor is one of the most important relationships you could have, especially in retirement. But how do you know if your advisor is giving you what you need to provide the lifestyle and peace of mind you, and your family, deserves?

Your decision could save, or cost you hundreds of thousands of dollars.
Call (419) 517-1227, or click below today.

We understand breaking up is hard to do, but you are not alone.

Nearly 50% of investors have considered switching advisors since the pandemic.* If you’re one of the many American’s considering a switch, we can help you navigate the transition.

Source: Nasdaq Study

It can be difficult to know when and why it’s time to switch.

Here are the 10 warning signs that it may be time to switch financial advisors.

  • They Don’t Often Communicate with You

  • They’re Unresponsive and Inattentive

  • They Don’t Listen to Your Financial and Retirement Aspirations

  • You’re Not Confident in Your Plan

  • You Feel Like You Don’t Understand Your Plan

  • They Don’t Have a Good Relationship with You

  • They’re Pushing You Towards Products or Strategies

  • They Don’t Have a Digital Presence

  • There’s Not a Familiar Face to Talk to if You Can’t Reach Them

  • Fees Don’t Seem Reasonable or Are Poorly Communicated

WHO WE ARE

Structured Wealth Management was founded to serve couples and families in their pursuit of financial independence.  Our team works with each client to help them create personalized and sound financial plans based on their unique needs.

At Structured Wealth Management, we strive to help retirees and pre-retirees achieve the lifestyle they deserve and have worked so hard for. Together, we’ll explore how we can help optimize your income, assets, tax strategies, and more so that you can live the life you’ve always dreamed of.

Still unsure?

Find out if your advisor is right for you.

Take our free 8 question quiz to find out if your advisor passes the test, OR, if it’s time for a change.

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