We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing…
Show Notes & Info:
Fleming FG Website: https://www.flemingfg.com/
Free Webinar: http://www.flemingfg.com/watch-ryan-pick-apart-a-pilots-401k
Pilot-Tax Website: https://pilot-tax.com/
Pilot-Tax Phone Number: 317-984-7666
 
Check out Episode 56 and Episode 57 with Zach Smith, as mentioned on today's episode.

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