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Episode 17: How Do You Choose a Good Advisor?

Jul 2, 2020

What should you look for when you have decided you need a financial/retirement advisor?  Choosing the right advisor for you will depend on what your needs and goals are. There are several criteria to look for in determining if an advisor is right for you.

Here are just a handful of the things that we'll discuss:

  • Does the advisor have current licensing in planning, securities and insurance?
  • Is the advisor independent or does the advisor work for a large national firm?
  • What is the advisor’s experience?

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