- How often do I hear from my advisors? The best advisors reach out proactively on a regular basis. They call with thoughtful questions and make recommendations that help guide your business and your investments.
- Are my advisors too cautious? If you ever have the sense that your advisors are afraid of the IRS, run! The best advisors will never recommend you leave legitimate tax deductions on the table to avoid an audit. They will help you take those deductions the right way and ensure you have the proper documentation built in.
- Do I like my team? This one is totally subjective but critically important. You count on your advisors to work with you on some of the most personal aspects of your life and business, so you need to be comfortable with them and enjoy working with them.
Answer these simple questions and decide if you need to make a change. If you do, we can help. The TFW Advisors® System includes having a great CPA with a proven system for permanently reducing your taxes. Book a call with one of our Client Relations Managers today to learn more!