Comparison Quiz - Zavitz and Sykora Financial Strategies

Comparison Quiz

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See how we compare

1 / 7

On average I hear from my advisor:

4 + times a year

2 times a year

1 time per year

It’s been so long I can’t remember.

2 / 7

How much did you pay for your financial plan?

0$ - My advisor offers me a free ongoing planning because my investable assets are with him

$1,500-$2,500

$2,500-$5,000

What plan?

3 / 7

My advisor is licensed to invest me in

Can independently choose any company’s Mutual Funds, ETFs, Hedge funds, External Portfolio Managers and Insurance products.

Offers me a portfolio of mostly Mutual Funds from various companies

Offers me Mutual Funds exclusively from his bank or company

Picks mostly stocks for me in my investment accounts.

4 / 7

When it comes to education and credentials, my advisor has

3+ Designations, including a financial planning designation (CFP, PFP, CLU or RFP)

1-2 Designations, including a financial planning designation (CFP, PFP, CLU or RFP)

1-2 Designations but no financial planning

0 Designations and is considered a Financial Advisor, Mutual Fund Representative or Investment Specialist

5 / 7

When it comes to my retirement, my advisor

Has helped me build an easy-to-understand retirement plan we regularly refer to.

Has put together a complicated retirement plan I barely look at or reference.

Has talked to me about planning, but we haven't gotten around to it

We don’t have a plan, we just invest our money and hope for the best

6 / 7

My advisor

Explains it’s unlikely they’ll beat the market and focuses on building a diversified, tax efficient and low-cost portfolio

Builds me a portfolio of star portfolio managers in mutual funds / hedge funds product

Claims they can beat the market through stock picking and superior skill

Has me in cash because they’re worried

7 / 7

My advisor/advisor team responds within:

24 hours

48 hours

1 week

1 month

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