What is it worth? – How does one put a value on collaborating with a good financial
advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin
the conversation by outlining the various roles of a financial advisor. Chris explains the
importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting
the right financial advisor. A wide range of topics are discussed including making the
decision when to retire, claiming social security, asset allocation, risk tolerance, estate
planning, tax planning, Roth conversions, retirement cash-flow projections, stress testing
a plan, and avoiding financial mistakes.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr