Is my Financial Advisor really making the most of my finances? (If I’m my own advisor, am I making the most of my finances?) How do I know if my loyalty is just misplaced, and perhaps I should be asking tougher questions or even getting a second opinion?
Your financial future should be YOUR PRIORITY, and YOUR ADVISOR’S PRIORITY. Take some time to see if you really are in as strong of a position as you could be.
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