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Category: Cosultation

Why Your Financial Plan Needs a Second Opinion

Why Your Financial Plan Needs a Second Opinion

Posted By Lineweaver Financial Group
January 13, 2023 Category: Second Opinion, Finance, Cosultation

People often question if they’re doing all they can to protect their portfolios from losses while taking advantage of buying opportunities. To help you gain more confidence in your financial well-being, it can be beneficial to get a second opinion.  Even if you’re happy with your current plan, a second opinion can help pinpoint issues or call attention to parts that might be overlooked otherwise. Here are five reasons why it might be time to consider a second opinion.   All financial planners are different, and each offers different services and products. You need a planner who is truly independent and not forced to offer a limited selection of options to meet your goals and objectives. The advisor you want is one that can customize a solution for whatever your circumstances may be.  You’ll want to make sure your advisor is a fiduciary, which means that an advisor puts your needs and goals before their own. If you’re currently seeing an advisor that is not a fiduciary like ours, that may mean they’re not keeping your best interests in mind.  Make sure you’re working with someone with the proper credentials. Ideally, you’ll want to see a Certified Financial Planner (CFP) because they follow higher standards in terms of education and ethics. The best of both worlds would be an independent fiduciary who is a CFP. Then they’d have access to almost any strategy, product or security and have to put your inte

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