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To begin your journey, consider listing your wealth objectives. Are you planning for a big purchase? Do you need support with investing your assets? Once you have a clear understanding of your goals, you can start to explore different advisors.
- Explore their credentials. How long have they been in the industry? What type of clients do they specialize in?
- Request about their charges. Make sure you understand how they are compensated and what services are included.
- Arrange a meeting to get a feel for their approach. Do you connect with them?
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- Option 1
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