Choosing the right financial advisor is critical for navigating complex financial decisions and getting guidance to help meet your goals. In this video, Paul Sydlansky, CFP®, shares the questions you should ask when trying to find a financial professional that’s a good fit for you and your unique situation.

Want more help in finding that planner? Check out our free guide [ Ссылка ]

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➡️ Book an intro call at lakeroadadvisors.com/bookameeting if you are ready to simplify your finances and build a path forward
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Topics Discussed:
• Determining what type of help you need
• Understanding Professional Designations
• Evaluating Services Provided
• Understanding Fee Structures

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Facebook ➡️ www.facebook.com/LakeRoadAdvisors
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Lake Road Advisors (LRA) is a virtual wealth management firm headquartered in Corning, New York, with offices in Ithaca, NY and Portland, OR, founded by Paul Sydlansky, CFP® in 2016 to provide financial planning for busy mid-career professionals with young families. LRA partners with couples long-term to build financial plans that allow them to live the life they want while preparing for the future by making smart money moves to grow their wealth. They can be reached by phone at the Corning, NY office at (607) 463-8400, Ithaca, NY office at (607) 438-2914, or Portland, OR office at (607) 292-2172 or at the firm’s website at [ Ссылка ]

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

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