3 Questions to Ask Before Hiring a Financial AdvisorDescription

Thinking about working with a financial advisor or wealth manager? Kyle Gabhart shares three important topics to discuss before starting a relationship: 1. Their credentials and what those credentials mean 2. How they’re paid and what their services cost 3. How often and how you’ll communicate Ask follow-up questions, make sure the arrangement is clear, and revisit it over time. Learn more about Bluegrass Legacy Group or schedule an introductory meeting: https://bluegrasslegacygroup.com/ Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Additional financial planning services offered by Bluegrass Legacy Planning, LLC are separate and not offered through Commonwealth. This video is for informational purposes only and is not individualized financial, tax, legal, or insurance advice. Services are subject to applicable registration and licensing. #FinancialAdvisor #FinancialPlanning #WealthManagement