Unsure if your financial advisor is doing a good job? Here are five questions you should ask your financial advisor to gauge if they are meeting your needs.
Other videos you may find helpful:
👉9 Key Takeaways from the SECURE act 2.0 | https://youtu.be/ICvNicmurTI
👉5 Ways You can Financially Prepare for the Future | https://youtu.be/4v_Q8lM2euM
👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future| https://clearvistafinancial.com/spendlifewell/slw-01-30-23
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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