posted on May 15th 2018 in WorthPointe News with 0 Comments /

You know that the right financial planner will help you clear a path to your financial goals and keep up the momentum along the way. But knowing whether your financial advisor is on your side can be harder to nail down. How do you know if your advisor will have the experience and freedom to develop the creative financial solutions you need to reach your goals? Choosing who to team up with can feel daunting, but it doesn’t have to be. This video shares 3 fundamental characteristics of an ideal financial advisor to help you navigate your options.

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