Takeaways:

• Be sure your financial advisor is asking the right questions
• • 1. What is your definition of help?
  • 2. Do you have a financial profile in place?
• You don’t know, what you don’t know
• What it’s important to have an advisor that is a fiduciary
• Having estate planning documents in place

1. If you aren’t defining what help means to you, someone will define it for you.
2. This helps your advisor see your retirement benefits and limitations.

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