Three Topics to Cover During Your Annual Review

When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor tells you? Or should you come prepared with an agenda of your own? Use these three questions to judge your advisor’s performance and whether the advice you’re getting is in your best interest. #financialreview #financialadvisor #portfolioreview #valueadded #fiduciary #northstarwealthmanagement #nwm

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