How Do You Choose the Right Financial Advisor?
Manage episode 407412118 series 3561362
How do you choose the right financial advisor for your specific needs? When you start googling, you’ll find lots of different titles:
• Investment Advisor
• Financial Planner
• CFP (Certified Financial Planner)
• Wealth Manager
• Broker
What should people look for when starting down this path?
Then, find out why the 5 years BEFORE you retire and the first 5 years OF retirement ARE CRUCIAL to your success in retirement!
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17 episodes