When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors.
From excessive risk-taking to high fees and lack of communication, we’ll break down what’s legitimate and what’s not when it comes to planning. Discover how to ensure your advisor is truly working in your best interest and learn about the comprehensive approach that sets Howard Financial Group apart.
Here’s some of what we discuss in this episode:
- Making sure that you and your advisor are on the same page when it comes to risk tolerance.
- Ensuring that the fees you pay are worth the service you get.
- How we help our clients realize their goals and timelines.
- Know whether you are working with an advisor or a broker.
