What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.
Read more and get additional resources here: http://petersonfg.com/things-your-advisor-should-be-doing/
What we discuss on this show:
1:22 - A lot of places don’t factor in tax planning.
4:13 - We assume advisors evaluate fees on our investments. Are they?
6:23 - Is your advisor planning retirement income?
8:52 - Are you clarifying goals together?
