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Preparing for your first meeting with a Financial Advisor

Preparing for your first meeting with a financial advisor is like getting ready for a chat about your money, goals, and dreams. You’ll want to gather your financial paperwork, bank statements and tax returns, jot down any questions you have, and think about what you want to achieve financially. A financial advisor can provide valuable support, and expertise to help you achieve your financial goals and secure your financial future. In our video we walk you through those important steps you should take to be prepared.

Categories: Education, Video

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