When you’re choosing an Advisor, trust is essential. Before you decide on an Advisor, you should ask them a few questions such as:

Choosing a Financial PlannerHow are you compensated?
• Do you receive any commissions for placing me in certain products?
• Are you independent or are you affiliated with a particular company that pays you an incentive to place me in certain products?

How will we work together?

• Will I be working with the principal of the company or will I be turned over to an associate?
• How often will we communicate?

How do you approach investing?

• What is your investment philosophy?
• What kind of investment vehicles do you use?

What are your credentials?
• What are your designations?
• Are your designations given to you by your firm or are the recognized by the industry?

Adams Ashby Financial Advisors focuses on serving the Greater Sacramento and Bay Area. You can contact us at: 3508 Cody Way, Suite 100. Sacramento, CA 95864  (916)333-5989  jeff@adamsashby.com Disclaimer: AF Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AF Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AF Advisors unless a client service agreement is in place.