7 Questions to Ask Your Advisor...
I am always of the belief that is extremely valuable to get a second opinion from a qualified advisor when it comes to one’s finances. The reason I say this is simple, once we meet and review your current financial position, one of two things will occur…
1) I will be able to validate that what you are doing is suitable and efficient in all forms. If I am able to confirm this I will still feel like I served you.
2) You will learn something new from our discussion on what you may what to consider moving forward.
Either way you will walk away a better more informed investor.
Some questions I want you to consider asking yourself are the following:
Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.