Before you establish a relationship with a financial advisor, interview several people to make sure you find the right match for you. You will want to understand more about their background, experience, qualifications, and client base, as well as how much they charge.
Some financial advisors work with their clients directly, and others have a team of people that work with them. Ask who will handle your account, meet them, and ask whether they work with professionals outside their own practice, such as attorneys, insurance agents or tax specialists. If yes, get a list of their names to check on their backgrounds. The NFLPA can assist you with this through our background services offered by Hilliard Heintze.
If you want to know more about what to ask, check out our list of suggested questions.