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3 Questions to Ask a Financial Advisor

How you invest your life savings is one of the most important decisions you will make in your entire life. I've worked with thousands of families spanning over two decades in the financial services industry. I've witnessed portfolios go through the dot com bust, the 2008 stock market crash, 9/11 and most recently the extreme volatility of the corona crisis. What I know to be true is that not all financial advisors are created equal and not all financial advisors are created ethical.