Hiring the right financial professional to oversee your finances is one of the most important decisions you will make.

Asking good questions is half the battle. Uncovering the right answers is the other half...

  • Does your advisor abide by a fiduciary or suitability standard?...
  • Learn if this is their job or career... an important distinction...
  • Discover which kind of advisor you really want to work with...
  • Use the checklist as an objective interview process!

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