Whether you're just starting out with a financial advisor or considering a change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you five critical questions you need to ask to ensure you're getting the best advice possible.
Here’s what we cover in this episode:
0:00 – Intro
1:41 – Reviewing your financial situation
3:55 – Proactively managing tax returns
6:28 – Future income planning
10:50 – Risk tolerance
14:32 – Estate planning
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