FAQs

  • Myth: Financial advisors use jargon and never answer questions.

    Every business has its own vocabulary, and sometimes it is necessary to use words specific to working with some aspect of financial planning. However, a good advisor will take the time to answer questions you may have and do so in a clear manner. Even the best of advisors do not have all the answers. If your advisor does not have an answer to your question, he or she should be willing to find an answer if one exists.