Personal Investments • Fee only planner?

As a family who recently hired an hourly financial advisor you may benefit from examining what your family needs before the interviews.

1. Why do we want to hire them?
2. How will the account be handled if one of us is no longer here?
3. Are there unique requirements in your financial life?

All the best

Statistics: Posted by David Althaus — Wed Nov 27, 2024 5:12 am — Replies 2 — Views 303

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