4 Pieces Of Information You Should Share With A Financial Advisor

7 April 2021
 Categories: , Blog

When it comes time to speak with a financial planning advisor, it's a good idea to have some information on hand. This will expedite the process and give the financial advisor greater insights into your situation. Try to have these four items of information available whenever you set up a meeting. Accounts You don't need to have precise account information, but you should be able to provide a general overview. What types of accounts do you own? Read More