Skip to Content

Is your financial advisor managing your money or your wealth?

March 3, 2022 1 min read
Are you confident with your personal financial plan? How about your financial advisor? Put them to the test.
You’ve earned more than just an investment broker. You’ve earned an independent, holistic approach to growing, protecting, and sharing wealth. Complete this quick eight-question survey to assess your personal financial plan and advisor relationship.

Related Thinking

Business professional in a home office using a laptop computer.
August 5, 2021

Financial independence roadmap: Your personal balance sheet

Article 4 min read
Three people greeting one another with man and woman shaking hands.
November 11, 2020

Independence and objectivity: What incents your investment advisor to act in your best interest?

Article 4 min read
Happy couple walking into hotel with their toddler.
February 12, 2024

Inflation and life insurance: Ensuring protection amid uncertainty

Article 4 min read