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Financial Planners in Nashville, TN

10 Questions To Ask When Interviewing A Financial Planner

Choosing a financial planner to work with is an important decision.  But what questions should you ask a prospective advisor in your introductory meeting? Below are 10 questions that could help you decide if the planner is a good fit, and our firm’s answer to each. 1. Are you a fiduciary? Yes. In our opinion, the […]

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