Savings and Investments

Financial Planners and Investment Advisors

What about the financial planner’s approach? Should I pick an aggressive or a conservative planner?

Depending on your life situation and your short and long-term goals, the key is to match your situation and style with that of your planner. So it is important for you to find out what the approach is and if it matches what you wish to accomplish. It’s 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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