FAQs About GiveTaxFree Answered! PART III
FAQs About GiveTaxFree Answered! PART III
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5 Signs Your Advisor is Doing Real Financial Planning [Video]

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Medical Emergency Insurance and Financial Planning

5 Signs Your Advisor is Doing Real Financial Planning

5 Signs Your Advisor is Doing Real Financial Planning…

Is your financial advisor truly planning for your future, or just coasting? In this video, Brent Wells with @youngwealthmanagement and @erinkennedytv
lay out the five signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will:

1. Help you define your goals and objectives
2. Gather details on ALIE (Assets, Liabilities, Income, and Expenses)
3. Confirm your Social Security Benefits
4. Request last year’s tax return
5. Ask for copies of Estate Planning Documents

If this doesn’t sound like your advisor, reach out to Brent for a second opinion. Just call (614) 430-8383 or visit www.Young-WM.com

#FinancialAdvisor #WealthManagement #Fiduciary #SocialSecurity #EstatePlanning

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