Straight To The Point:

People will put a lot of time researching investments or focusing on getting good returns, but are you doing your due diligence when it comes to picking a financial advisor?

The answer in most cases is no so let’s talk about why this is such an important choice and how you can determine whether someone is the right fit for you and your goals.

Plus, we’ll share the latest list of the top retirement cities as determined by US News & World Report. You might not be surprised to find out that the majority of the list is in Florida.

4:17 – Top 15 retirement locations

6:00 – Are many of your clients looking to move in retirement?

6:41 – Tax considerations for moving

8:15 – Picking the right advisor. Let’s start with expectations.

12:29 – Warning signs

15:07 – Can your advisor become a bad fit over time?

17:07 – What can go wrong if you stick with the wrong advisor?

19:02 – Should you interview multiple people?

22:18 – How to determine if someone is a good fit for you?

25:41 – How to get in touch with Chris


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

The Toolkit:

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