Things To Do Before Meeting With A Financial Advisor
Submitted by Financial & Estate Planning Services | Griffith & Associates on July 25th, 2017Whether you’re saving for your first house or planning for retirement, hiring a financial advisor is one of the smartest decisions you can make. But when you eventually meet that advisor, don’t expect him or her to give you a solid plan without your help. You’ll want to prepare bill statements, a list of your investments and note all your goals so that he or she has a clear understanding of your financial history.
