Get Even More Visitors To Your Blog, Upgrade To A Business Listing >>

Wealth Management Meeting Prep: Beyond Money

When preparing for an initial Meeting with a Wealth Management advisor, there are a lot of papers to get in order and questions to think about. Your advisor, for instance, will likely want to know what your current savings and debts are, what your annual income is, and whether you have any existing retirement accounts. Their questions, however, probably won’t focus only on financial items. As you get ready for your first meeting with your advisor, think about the big questions of life -- or retirement, at least -- in addition to your particular financial information.



This post first appeared on Feingold Companies, please read the originial post: here

Share the post

Wealth Management Meeting Prep: Beyond Money

×

Subscribe to Feingold Companies

Get updates delivered right to your inbox!

Thank you for your subscription

×