FINANCIAL ADVISOR

Designed specifically for retirees and pre-retirees with > $1mil in retirement assets.

Searching for a financial advisor can be overwhelming. Asking the right questions can help you find an excellent advisor, rather than one who might not meet your needs.

Whether you are seeking to replace a current advisor or selecting your first one, this guide provides an overview of the most important questions you should ask.

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Searching for a financial advisor can be overwhelming. Asking the right questions can help you find an excellent advisor, rather than one who might not meet your needs.

Designed specifically for retirees and pre-retirees with > $1mil in retirement assets.

Selective Wealth Management, Inc. (Selective) is an SEC registered investment advisor. Financial Plans are not guarantees about the future. Investing contains risks and loss of principal may occur. Plan outputs require accurate information to be provided by the client and as such, Selective is not liable for plan outputs based on inaccurate or incomplete data provided by the client. Financial Plans are not an offer to invest with Selective. If a client wants to engage Selective for investment advisory services a separate agreement would need to be signed and all accompanying documents delivered - including an effective Form ADV, Form CRS, and Privacy Policy. For more information, please visit www.selectivewealthmanagement.com.

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