This webinar discusses:
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Do you know the standard to which your advisor is being held?
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Do you know how much your advisor is really charging you?
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Is your advisor bridging planning gaps that often exist?
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Comprehensive planning – what is it, why is it important to you, and are you receiving it?
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How do you choose the advisor that’s right for you?
Speakers: Vance Barse, AIF® and Martin Shenkman, Esq.
Watch Selecting the Financial Advisor that is Right for You.
D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.