Choosing an Investment Advisor for Changing Financial Goals

Goals on finances need adjustment through direction that fits your life. To select the appropriate Investment Advisor, one would look beyond credentials and find flexibility, communication and compatibility with your values. Inquire about the frequency of reviewing and changing strategies as the priorities change. There should be transparency with respect to fees, fiduciary duty and performance reports. A good counselor breaks down complicated choices and he/she listens first and then advises.

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