Looking to hire a financial planner with retirement & tax planning expertise?
My team and I have availability for 25 Discovery Meetings over the next 8 weeks.
If you're seeking professional retirement planning help, we would love to have a conversation!
👉 Learn more about our process and grab one of the 25 meeting slots.
We intentionally limit the number of new clients we take on each year.
This ensures we can provide each family with highly customized investment, retirement, and tax planning services.
Once these 25 meetings are scheduled, we will not have availability to meet with new clients until later this year.
Schedule your Discovery Meeting.
***
Today I'm sharing the essential steps for evaluating and selecting the right financial advisor for your unique situation.
Specifically, I cover 5 important things:
► How to identify and document your financial challenges, needs, and goals before starting your search
► Critical questions to ask yourself about the type of professional you want
► Guidance for conducting background checks
► Non-obvious questions to ask potential advisors
► The importance of a well-defined evaluation process (and why you shouldn't rush your decision)
You'll learn how to navigate through the sea of 300,000+ financial advisors to find the right one for you.
Whether you want a short-term or long-term engagement, this episode provides actionable steps to help you make the right choice.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.