Does Your Advisor Do This?

Between a Rock and a Hard PlaceSay? “Not one of my clients lost a dime in the market crash of 2008 nor 2011!”

Offer this? Financial peace of mind.

Guarantee this? “Your principle and yearly gains will not be eroded by market instability.”

Calculate exactly what income you will receive as long as you live?

You deserve the answers to the above questions. Contact Me , for options.

You don’t have to live between a rock and a hard place.

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Keep reading to see what to expect.

One of the most important relationships you will have in your adult life is the one with your financial advisor, so do your homework! Research the experience and credentials of potential advisors, taking their values, approach and even their personality into account.

Before your meeting, CONSIDER WHAT YOU WOULD LIKE TO GET OUT OF THE RELATIONSHIP.

BeautifulMANAGEABLE STEPS

Taking small steps can help make it easier
to get to and through retirement.

1. Set up a regular meeting at least once a year, often based on what works for you and your advisor.
2. As your life changes, evaluate your investment plan at least twice a year to make sure you are on track and that the plan still suits your goals.
3. Research new strategies and investment ideas that interest you and discuss them at your next meeting with your advisor.

 

Remember: Your relationship will be most effective if you are both contributing to the conversation.