Things Your Financial Advisor Might Not Be Doing

Sometimes people get advice from financial “professionals” who maybe aren’t the right fit for their needs. Today, we discuss some of the things your advisor might not be talking to you about. If you’re getting value for the fees you’re paying then that’s one thing. But if you’re not getting your needs met by your financial advisor, it might be time to find the right advisor for you.

 

Here’s some of what we discuss in this episode:

• The tax angle needs to be considered.
• Are they focused on the accumulation or distribution?
• What are you paying in fees?
• What’s the strategy for your retirement income?
• What is the legacy plan?

 

Get in touch with the Peterson Financial team: https://petersonfg.com/