We work hard to secure a future for our family but having the right person with you along the way makes a huge difference.
So finding the right financial advisor is critical. Today we have Michael McGovern with us, a senior financial consultant with United Wealth Management.
Finding a good financial advisor
- Do I like and trust this person?
- Do they take time to listen and understand
- Do they ask a lot of questions?
- Can they help you design your plan to reach your goals?
- Do they review your progress regularly?
- Do they educate and coach to help you manage your emotions and your behaviors?
- Do they adjust your plan as you move into retirement?
United Wealth Management