Ask Your Advisor These 5 Questions

Book your complimentary consultation: https://www.vlpfa.com/contact-us Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View, we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals. These questions can help you feel more confident, understand how your advisor works, and know exactly what you’re paying for. In this episode, we discuss: -The most important questions to ask before hiring (or continuing with) a financial advisor -How to clarify what services are included in your relationship -What to look for in fees and compensation -How to evaluate an advisor’s experience and planning process -Ways to make sure your plan aligns with your long-term goals Why this matters: Asking the right questions helps you make informed decisions and build a strong, trusting relationship with your advisor. *Cetera Wealth Services AUM $1B., Fidelity Retirement AUM $181.4M, ADP Retirement AUM $141M. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 8391 Old Courthouse Road, Suite 203 Vienna, VA 22182 . The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Daniel Lash, Financial Advisor; and Chris Mellone, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360. 0:00 Intro 1:05 Unexpected Events 4:43 Market Declines 9:25 Legacy 15:05 Stay On Track Financially 21:02 New Technology 26:56 Conclusion