3 Common Questions to Ask Your Financial Advisor
Rachelle Allen, CFP, CIM
Partnering with Business Owners to Execute a Tax-Efficient Exit & Preserve Generational Wealth Using My Legacy Wealth Strategy | Portfolio Manager, Wealth & Investment Advisor
And why they’re so important…
Every time I go to the pharmacist with my doctor’s prescriptions, I don’t just grab them and go away.
I love to ask questions ranging from side effects to how best I’m to take them. I want to get all the information I need to ensure I’m not doing anything wrong or risky.
It’s the same when you’re choosing a financial advisor. You don’t just want to go with anyone who advertises themselves as one –you want the right experience and expertise.
Here are 3 questions our clients usually ask us:
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And while there are several questions you can ask, these 3 are the most common we get.
So, if you're looking for more information, have more questions to ask, or just need some strategy around your current financial needs, you can schedule a free consultation right away.
In your best interest always,
Rachelle Allen