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CHET Advisor Broker Dealer Change Form Hartford Funds

CHET Advisor Broker Dealer Change Form Hartford Funds

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When you're working with a financial advisor, it's critical to work with somebody who has the skills and expertise you need, and it's also important to have somebody who you trust[and who's a good fit for you personally]. So, that's what we're going to talk about here. By the end of the video, you're going to understand what it looks like to make that change, you'll see some of the costs and pitfalls of changing advisors, you'll maybe get some validation on when it's to move on, and we're just going to hopefully make it all go smoothly for you... So, starting with some of the biggest costs down to "less big" costs, we have taxes. If you have investments that you've been holding for many years, there may be big gains in those investments, so if you have to sell, that can generate a big tax bill for you. Sometimes that's what you have to do to switch advisors, and that's not always the case, but if it is... You want to be aware of this. Now, in retirement accounts like an IRA or a Roth I

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