9 Questions to Ask When Considering Changing Financial Advisors
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while paddle boarding, this is Through the Pines… On this episode we'll chat when to change advisors
9 considerations when changing financial advisors:
Are you on track to accomplish your goals?
How will your retirement accounts work together with Social Security, Pension, ESOP, etc.?
How much risk are you taking in your investments and what is your target rate of return?
Have you reviewed your beneficiaries, and have you worked with your advisor on your estate plan to establish a trust, Power of Attorney…
The skinny
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