Ep #128 - 5 Mistakes to Avoid When Choosing a Financial Planner

When it comes to something as important as financial advice, choosing who to hire (or retain) is a huge decision. As life evolves, our needs and viewpoints can change repeatedly, and there is no shortage of financial advisors and financial planners ready to throw their hat in the ring to have your business. So, how do you know if you found the right one for you? Listen in as Adam and Ben share their perspective on what they feel matters most in a client/planner relationship and what mistakes you should try to avoid when choosing who you’ll trust to partner with you.  Tracking #T008226Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.