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5 Signs You Should Fire Your Financial Planner

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Finding the right financial planner for you can be tough. Even if you do the due diligence to ensure your planner is up to par and take the time to find out if you’re a good fit for each other, you still can discover that you’ve made the wrong choice. After you start working together, you might notice red flags that signal that something just isn’t right. Here are five signs that it’s time to ditch your financial planner and find a new one. If you are unable to follow the link, please click here for a PDF Version

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.