What do I do if my advisor is retiring? Are you in this situation or do you anticipate you might be in the very near future? Then tune into today’s Money on your Mind episode to learn more. Many times your current advisor might pass you on to someone else in their firm but are they the right fit for you? What are the questions you might want to ask or elements to consider before? Your values, your goals, your lifestyle and who you are should be in alignment with your advisor. It’s a two way street and you can turn the tables and interview them before you commit.
Disclaimer: We will not be delivering direct advice to your financial situations. These segments will be made available as educational resources for you to take back to your personal board of directors – financial planner/advisor, accountant/tax preparer, and/or attorney.
