Ask Terry Questions TAX ADVISOR

TAX ADVISOR

By Terry Savage on October 04, 2026 | Financial Planning / Retirement

if i wanted tax advise ,would i still see a financial advisor

Terry Says

Yes, absolutely. Because tax advice (as opposed to tax preparation) requires knowing a lot about your situation, your goals, your family etc.

Of course, that presumes you are dealing with a fiduciary financial planner, not a broker. Watch this video:

https://www.terrysavage.com/pam-krueger-wealthramp/

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