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Finding the Right Financial Advisor
Manage episode 407397476 series 3560500
Contenido proporcionado por Victor Medina. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Victor Medina o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Not every financial advisor is created equal so picking the right one to work with can benefit you for years to come. But no one intentionally chooses someone that isn’t a good fit so what should you be looking for in a financial advisor? In this episode, we’ll talk about the characteristics that make up a good advisor and provide guidance on what questions you should be asking.
Whether you’re looking for an advisor for the first time or just curious whether your current advisor is the best fit, Victor will help you identify someone with the right philosophy to get you to and through retirement. Building t
Here’s some of what we discuss in this episode:
- Our philosophy at Palante Wealth and how we approach our relationships with clients.
- How do you truly know if someone is the right fit?
- What could go wrong if you’re working with someone who isn’t a good fit?
- What are your options if you aren’t comfortable with your current advisor?
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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