1. DO YOU NEED A FINANCIAL ADVISOR?

2. Portfolio Analysis

3. Portfolio Design & Management

4. General Investment Advice

5. Budgeting & Retirement Income Planning

6. General Planning Retirement Education Funding
Wealth Transfers, Estate Plans & Trusts

7. THREE
TYPES OF ADVISORS

8. Money Managers
Financial Planners
Wealth Managers

9. Questions to Ask an Advisor Before Hiring
How Are You Compensated?
How Will We Work Together?
How Do You Manage Money?
Where Are My Assets Held?
Are You a Fiduciary?
Can I See a Sample Plan?
Will I Be Working Only with You or With a Team?
Ask for references!

10. THANK YOU