Mistakes When Working With A Financial Professional
*Originally posted on ruston.agentadvisors.com* Question: I have been working with a financial planner for a few years and I’m not satisfied. It isn’t so much about the investment part. That’s been OK. But I just don’t feel like he knows I am alive. Is it too much to expect to be able to find someone who will take care of me and my money? Answer: It is not too much to ask that a financial professional be a competent partner in assisting you achieve realistic financial goals.