Episode 15 – 10 Questions Your Financial Adviser Should Ask You

The Retirement Solution, Inc. | Financial Advisors & Retirement Planning

Episode 15 - 10 Questions Your Financial Adviser Should Ask You

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

Apple Podcasts Google Podcasts

RSS Feed

Share

Link

Embed

You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?

There are 10 important questions that your financial advisor should be asking you.

In this episode, Jim Black covers these questions and explains why they’re essential pieces of the planning process. Once you become aware of the 10 questions, you’ll be more likely to choose a financial planner who will help you accomplish your financial dreams.

The Retirement Solution Website