Finding a New Financial Advisor
What questions are most important when looking for a new advisor? (in addition to his/her signing off as a fiduciary and what this means)
Terry Says
Start with getting connected with the right pool of advisors — those who promise to be fee-only fiduciaries.
REad this: https://www.terrysavage.com/pam-krueger-wealthramp/
Then trust your instincts. You need to match up with someone who seems to understand your situation, is willing to listen. Pam will give you several choices. Listen to them!
