FAQs
- What types of customers have you worked with?
Comprehensive financial planning, retirement planning, investment management, college education funding planning
- What advice would you give a customer looking to hire a provider in your area of work?
Understand the compensation model for any advisor you choose. Be sure that they don't have an incentive to work in their interest, not yours. Also, make sure your advisor is a fiduciary, legally required to work in your best interests.