Things Your Advisor Should Be Doing

What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.

 

Read more and get additional resources here: http://petersonfg.com/things-your-advisor-should-be-doing/ 

 

What we discuss on this show: 

1:22 - A lot of places don’t factor in tax planning. 

4:13 - We assume advisors evaluate fees on our investments. Are they?

6:23 - Is your advisor planning retirement income? 

8:52 - Are you clarifying goals together?