Everyone Needs A Financial Advisor...
The key is finding the right one that can meet your needs.
What does a financial advisor actually do? A good advisor is a role player based on your needs.
A retirement income planner
An investment manager
A life insurance/estate planner
A Debt counselor
An expert finder – ( no one can do everything)
To sum it up? …a money planner
In June 2022, Bob Brooks will have been a financial advisor for 30 years. He wants to talk to you about one question – Could he be the right fit for your family?
Bob works with his clients using the principles he talks about on the Prudent Money Radio Show. As you consider a phone call, here are the top questions people have asked prior to interacting with Bob.