Choosing an advisor but don’t know where to start? In this video, Rob shares what your advisor should provide to you, and personal traits are important for an advisor to possess.
- Do they offer a financial plan?
- Do they offer asset allocation?
- Do they communicate?
- Do they have resources?
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.