Get the guide here:
[ Ссылка ]
(From our blog)
Quote::
"Chris,
Based on your very helpful guide, we figured out my mom is an extreme do-it-yourself-er!
So I was wondering if you were interested in helping on an hourly basis to create a portfolio for her. She just moved her retirement income to Vanguard ($1.2m) and wants an EFT based strategy for her Vanguard account where she is about to invest $300,000.
She trusts Vanguard but not to create a good mix for her, I remembered you had great ideas when we talked. She’s retired, but taking the minimum each year, as she wants to invest wisely for her estate. Hence the Stretch IRA’s inquiry last month.
Please let me know if it’s something you are interested in doing.
Thanks!"
To me, this shows that this guide - 5 Questions to Ask Before Hiring a Financial Advisor - helps people get clarity through all of the confusion. The guide helped this mom figure out who she is (in terms of a customer personality profile – nothing too existential here), and how she should work with a professional.
The guide will help others come to different conclusions – different, but RIGHT FOR THEM.
If you want to get some clarity, download the free guide and work through the 5 questions to ask before hiring a financial advisor. Then you’ll be on your way.
Thank you for watching. Learn more about Walnut Hill Advisors here:
[ Ссылка ]
And get our latest ADV2 brochure and learn our terms and disclosures:
[ Ссылка ]
Schedule a virtual appointment :
[ Ссылка ]
Cover image source: Stefan Baudy:
[ Ссылка ]
