How to Know If Your Financial Advisor Is Giving You the Full Picture
- a m
- May 27
- 1 min read
Not all financial advisors are created equal — and not all of them are looking out for your best interests. If your current advisor isn’t talking about taxes, equity risk, or long-term strategy, you may only be getting half the story.
Red flags
If your advisor is mainly focused on selling products, rarely mentions tax implications, or seems vague about complex compensation plans — it might be time for a second opinion. And if the strategy never changes, even when your life or income does? That’s a problem.
You Deserve Holistic Advice
Real financial planning connects the dots: tax strategy, equity compensation, estate planning, and asset protection. Especially in Austin, where many clients hold concentrated positions or are transitioning out of high-earning roles, advice should evolve with you — not run off a template from 2013.
Wondering if your current plan is leaving money on the table?
Let’s take a second look — no strings attached.
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