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Choosing a financial advisor is one of the most important financial decisions that you will ever make.
So how do you evaluate the quality of the financial advisor who will influence critical investment and planning decisions? The quality of his or her advice will heavily influence your long-term financial success.
Whether you are preparing for retirement, planning an estate, selling a business, or handling a wide range of complex financial matters, having the right advisor relationships in place is vital.
Do you have the right one?
Equip yourself with the questions you need to ask, and with a checklist to evaluate your current advisor or to vet a prospective advisor.
Each of these areas covered in your checklist has a dramatic impact on the health of your retirement portfolio, and are vital to build the kind of life and legacy you want in retirement: one that’s rooted in generosity, meaning, and investing in the relationships that matter most.
In this guide, you will learn:
We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and social security to help you build the future you want in retirement.