I've had a lot of first-hand experience with the work and business practices of other financial advisors over the past 15+ years. This has come not only from my experience working with other firms, but also from providing second opinions on each new Client’s previous financial plan. Seeing the good, the bad, and the ugly that exists in this industry has given me a very clear idea of how I would go about finding an advisor. You can find an extensive list of questions to ask a potential advisor … [Read more...]