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6 Questions Your Financial Adviser Should be Asking

Unless your adviser has a complete picture of your current financial situation and really understands your goals (and challenges) moving forward, it can be difficult to create an effective retirement strategy.


When we boil it down to its essence, our experience tells us that the main question on your mind is: “Will my money last as long as I do?”


If you’re hoping for a truly personalized strategy designed to accomplish exactly that, here are six questions your financial adviser should be asking in order to help you build your strategy:


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