Financial advisor
I am 72 and retired. I was assigned a new advisor with my bank. What questions should I ask him to know if he’s the right person for me?
Terry Says
“Financial advisors” at a bank may or may not be Certified Financial Planners, or they may be on some sort of “commission” or asset manaagement fee.
The only way I can be sure that you are getting “FIDUCIARY” trusted advice on a fee-only basis is by going through the Wealthramp process.
Please watch the video at this link: https://www.terrysavage.com/pam-krueger-wealthramp/
Then talk with Pam and she will match you with a fee-only fiduciary in your area.
