The financial services industry makes it even more complicated for consumers to choose the right advisor and model than it should be.
There are so many job titles vary from "financial planner" to "investment manager," or even "wealth advisor", But often, these names are arbitrary and inconsistent.
So how do you source and vet out the right advisor for you?
Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance. You should ask these 7 important questions to determine if they are a good fit for you.
Don't leave your financial future to chance, contact Cogent Strategic Wealth today at 312-382-8388.
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2020 © Cogent Strategic Wealth.
The information and opinions contained in this video are for informational purposes only and they are not intended to serve as specific financial, legal, accounting or tax advice. Because every situation is unique and fact-specific, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.
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