5 Financial Advisor Red Flags You Can’t Ignore

TaylorMade Retirement with Taylor Demars, CFP®

What signs reveal an advisor isn’t truly planning for your best interest? Most people only ever work with one financial advisor, which makes it easy to miss warning signs that the fit isn’t right. Taylor breaks down the subtle but important red flags that often get overlooked, especially when you don’t know what “normal” should look like. And some of these red flags are so common you may not realize they’re red flags at all.

Here’s what we discuss in today’s show:

📜 The “Long Resume” Problem: why a scattered work history can be misleading

📦 One-Size-Fits-All Advice: when every client gets the same solution

📝 Weak Information Gathering: advisors who don’t listen or ask the right questions

🔥 Over-Promising Results: big claims that signal trouble

💸 Missing Tax Strategy: ignoring taxes and costing you real money

Resources:

Website: https://www.demarsfinancial.com/

Phone: [phone]

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.