Examine yourself by how quick and accurate can you answer the following question?
- How much are you paying for the financial services you are getting each year (in money not in percentages)?
- Who are you paying the money to – Are you paying to the insurance agent or the insurance company, to the investments distributor or to the investment house?
- Who are this people in the last question loyal to?
- Do those people know what your assets in the whole world are and advise you based on knowing those assets in order for the advice to be optimal based on your needs?
- Do those people really know and understand what the financial goals of your family are and try to navigate you financially to there?
- How much time do you spend taking care of your financial assets and how skillful are you in this subject?
- Theoretically – If there will be a one service provider who is objective, sees the assets portfolio as a whole, understands the financial goals and supports you in all of financial assets from real-estate to investments to alternative investments, will you consider paying for this kind of service?
- How does it feel after answering those questions?
You need to do something quick about it – Don't let 2008 crisis catch you surprised, again.
