One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money.
In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important questions to ask when choosing the right financial advisor for you and your needs. These questions will give you insight on philosophy, capabilities, resources and more!
You will learn:
- Why it is so important to learn why advisors started their firm
- The specific services offered by financial advisors
- How the advisors investment philosophy ties into making smart decisions with money
- The details of fiduciary obligation to work in the clients best interest based on credentials
- And more!
Tune in as Jose and Jeff Feliciano share how to find the best financial advisor for you!
Here’s the link to the episode:
Resources: Feliciano Financial Group: (903) 533-8585