Ask Terry Questions Financial Advisor

Financial Advisor

By Terry Savage on March 12, 2024 | Financial Planning / Retirement

How do you make sure your financial advisor cannot walk away with your money.
Who has access to your money and who can make withdrawals and decisions.

Terry Says

YOu need a FEE-ONLY, FIDUCIARY financial advisor who has been carefully vetted by a professional. Read this:

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