The 50 Questions You Need to Ask is designed to serve as an investor's guide to achieving the financial success and advisory relationship he or she deserves. This book examines in straightforward language the reasons for partnering with a financial advisor and identifies criteria that can be used to choose the right one. With intrinsic value to veteran and novice investor, James Mounier poses 50 questions to improve the probability of realizing one; s financial goals, even if the advisor is oneself. By providing quick resources, answers and much-needed advice, Mounier gives readers the necessary foundation to assess the quality of service they are receiving in an existing advisor relationship, or to evaluate the caliber of a prospective advisor. This helps create and build wealth, take advantage of strategies to minimize the impact of taxes, protect assets from potential litigation claims, realize philanthropic goals and pass wealth to heirs in the most tax-efficient manner.