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Creating a financial plan can be daunting, no doubt.
While you need to prepare from your side, the financial firm you’re working with needs to be prepared as well.
In this episode, Rick Dwyer shares two important factors that you should consider when choosing your financial firm. Rick highlights why you should be familiar with their planning approach as well as with the fees they are going to charge you.
You will learn:
- Why it is so important to know a company’s approach when you’re working with them to build your plan
- The truth about considering fees that are too high or too low when looking for companies to develop your plan
- Tax and estate planning factors you need to be aware of when working on your financial plan
- The importance of communication between the professionals who are handling your planning
- And more!
Listen today, and find out why’s never too early to start planning!
Related: Everything You Need to Know About the Tax-Free Master Plan Strategy