What To Look For In A Financial Advisor Show 27

David further expands on our Empowering Women in Retirement topic. He discusses the 3 legged stool of retirement planning and expands on practical approaches we can all take in our financial planning. He also shares what to look for in a financial advisor. He expands and explains each of these points. 

5 Criteria for a Financial Advisor

•      Listen

•      Open and honest

•      Respond in a timely manner

•      Speak clearly

•      Create a written retirement plan and review regularly 

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