Скачать или смотреть Are You Getting The Most Out Of Your Financial Advisory Services?

Are you getting the most out of your financial advisory services? If you’re currently working with a financial advisor or are on the hunt for one, it can be difficult to know what services and value you should expect from them.

In today’s video Logan will discuss the solutions and value that you should ideally receive when working with a financial advisor. We’ll cover 5 key topics that every individual, particularly those approaching retirement, should discuss with their financial advisors.

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0:00 – Intro
1:47 – Reviewing tax returns
3:12 – Fees + expenses
4:33 – Retirement income plan
5:48 – Investment targets + goals
6:53 – Estate planning + legacy goals

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LinkedIn:   / logan-sadler-094750214  

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CONTACT ☎
Website: https://www.ruggierifinancial.com/
Phone: (951) 652-1544
Email: [email protected]
Appointment: http://www.ruggierifinancial.com/sche...