5 Key Questions To Ask Your Financial Advisor

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1. How do you define a financial advisor/planner?

So, let’s get real for a second – what exactly do you see a financial planner doing for you? The whole financial planner gig covers a lot of ground, from investment and retirement tips to insurance and tax advice. It’s crucial to suss out how your potential planner defines their role to match up with your needs. Some folks are all about just tweaking your investments, while others dig deep into your budget and financial nitty-gritty. Bottom line? Pick a planner who can serve up exactly what you’re craving.

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