In order to successfully select a financial planner who is well suited for your needs you should be able to have these 11 key points. I like the points the author like the most - competency and character and how is the advisor compensated. You need to know if the financial advisor is paid per commision or not.
In order to successfully select a financial planner who is well suited for your needs you should be able to have these 11 key points. I like the points the author like the most - competency and character and how is the advisor compensated. You need to know if the financial advisor is paid per commision or not.
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