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Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states in which we are currently doing business.

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5 Things to Look for When Hiring a Financial Planner or Adviser

Does the advisor mention risk at all? Most advisors focus their pitch on their past returns. But they cannot guarantee they’ll repeat their results. People facing retirement are more concerned about losing money than making a lot more money. If the advisor doesn’t center the conversation around risk, they probably don’t understand it. Click image to read post >>

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