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March 23, 2024 10:00 am
Is your financial advisor truly planning for your future, or just coasting? In this video, Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will:
1. Help you define your goals and objectives
2. Gather details on ALIE (Assets, Liabilities, Income, and Expenses)
3. Confirm your Social Security Benefits
4. Request last year’s tax return
5. Ask for copies of Estate Planning Documents
If this doesn't sound like your advisor, reach out to Peter for a second opinion. Just call (919) 300-5886 or visit www.RichonPlanning.com
#FinancialAdvisor #WealthManagement #Fiduciary #SocialSecurity #EstatePlanning
