How to Choose the Right Advisor in East Tennessee
Forget the headlines and hype. Instead, ask these essential questions:
Are you a fiduciary at all times?
How do you get paid—and are there any hidden incentives?
What services are included in your planning process?
Will I work directly with you, or be passed off to someone else?
How often will we revisit and update my plan?
A good advisor will be transparent, direct, and consistent in their approach.