In financial conversations, you may hear the word "mutual fund” come up from time to time. But what exactly is a mutual fund?
You know what they say: slow and steady wins the race, and the same can be said with investing in index funds.
Choosing a financial advice firm to work with isn’t as simple as doing a quick Google search.
If you’re looking for someone that specifically helps with retirement planning, consider working with a CRPC™.
Many advisors study for advanced certifications, and understanding those designations is helpful when deciding who to work with.
It's hard to know how your advisor gets paid. They don’t get paid hourly, like an accountant or lawyer.
Choosing a financial advisor who can help you make financial decisions is important as retirement approaches.
Finding an advisor can be challenging, but it’s important to keep your head up throughout the process.
Let's meet to discuss what's most important to you.
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