555 South Mangum Street
3356 Six Forks Road
There are so many common questions presented to a financial planner or wealth management expert. We thought we would simplify your life and answer some of the most common, right here. Please don't hesitate to send us a message below if we haven't answered yours. There are no stupid questions. We love to show our knowledge.
I have a financial advisor, but I am not sure that I have the right plan in place?
Are you a fiduciary?
Are you a CFP®? And what does that mean?
What are your qualifications and credentials?
What experience do you have?
What services do you offer?
How much do you typically charge?
How often will I hear from you?
Do you do taxes or write estate planning documents?
Have you ever been publicly disciplined for any unlawful or unethical actions in your career?
If your question was not answered, we welcome you to email or call us at your earliest convenience.
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