Investing Resources

Financial Planners

What about the financial planner’s approach? Should it be aggressive or conservative?

Depending on your life situation and your short- and long-term financial goals, you should match your situation and style with that of your financial planner. It is important for you to discover his approach, and if it matches what you wish to accomplish. It is also important for your adviser to have clients in similar life situations, and a track record of success working with them.


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