The SFG

"Someone is sitting in the shade today because
someone planted a tree a long time ago"

- Warren Buffet

The SFG

Ten Questions for your Financial Professional

Posted by Darwyn Sprik @ 12:30pm on October 18, 2015

1. Can you tell me what experience you have?

Ask how long they have been practicing. Find out which companies they have worked for and how their professional experience relates to their current practice. We recommend looking for an advisor who has experience in insurance, tax planning, investments, estate planning, or retirement planning.

 

Read More

Archives