In this episode, we talk a bit about where some financial advisors drop the ball. Join us as we walk through a couple of things that are important for your advisor to be aware of and discussing with you.

If you have questions, you can always reach out at hello@brindleandbay.com.

For more information visit us at www.brindleandbay.com

[1:51] Does your financial advisor review your tax returns?

[4:26] Does your financial advisor evaluate fees and costs inside of your investments?

[7:08] Does your financial advisor discuss and help you plan your retirement income?

[9:44] Does your financial advisor clarify the target for each of your dollars?

[11:44]  Does your financial advisor review family goals and legacy plans?

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