OCTOBER 4, 2021
By Jillian Stinson
Read time: 2.5 minutes
You know you need an advisor. But, you want to find someone you can connect with and trust; someone who can:
- do the work of getting to know you and your situation,
- help you create a strategy that balances your needs today and in the future needs, and
- help you meet your financial responsibilities and achieve your goals.
Need an advisor? Find one today.
So how do you go about finding this person? We recommend these four tips to find a qualified person to provide the financial advice you need.