Often times, people may be hesitant to speak with an advisor simply from a lack of experience in sitting down with one.
According to CNBC, 62% of adults aged 50 and over don’t utilize the help of a financial planner.
Because of this fundamental problem, we wanted to highlight some key questions we would ask ourselves, if we were on your side of the table.
Whether it’s CSG Financial, or another firm – these questions to ask a financial advisor can be vital in helping make the best decision for yourself.
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