How To Find The Perfect Financial Advisor

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One of the most important financial decisions is who you pick to be your financial advisor. A good advisor can save you thousands in tax and maximize your income, while a bad advisor will do the opposite and charge you high fees. What are some things you should look for in an advisor? We'll go through that in this video.

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If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services.

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TIMESTAMPS
0:00 - Choosing The Right Advisor
1:03 - Mutual Fund Advisor
3:06 - Certifications To Look For
5:03 - Fee Structures
8:13 - DIY Investors
9:24 - Financial Plan Pricing
12:00 - Changes In Industry

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.