How often do you check with your Financial Advisor?
Utilizing the resources of a financial advisor doesn’t have to be like pulling teeth!
In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Jim Ruta, a seasoned Advisor Trainer, to talk to you about what you can do to be engaged and connected with your financial advisor — painlessly!
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning