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10 Questions Your Financial Adviser Should Ask You

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10 Questions Your Financial Adviser Should Ask You

You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?

Click below the image to listen in and learn the 10 important questions that your financial advisor should be asking you.

In this episode, Jim Black covers these questions and explains why they’re essential pieces of the planning process. Once you become aware of the 10 questions, you’ll be more likely to choose a financial planner who will help you accomplish your financial dreams.

Related: What to Do When the Markets Get Crazy

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