In this podcast, Mike shares the three main questions you want to have answered to your satisfaction when you are looking to select a financial advisor. Mike covers the importance of Specialization, Independence, and being a Fiduciary.
This conversation also applies to your current advisor if you have one. Just because you have worked with someone for 20 years does not mean that they are still the best fit for you.
Enjoy this insightful conversation on How to Choose a Financial Advisor. Your best is yet to come! So sit back, relax, and listen to Retirement Today.
WITH MICHAEL D. REESE, CFP®
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This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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