fbpx
Skip to main content
Created: July 16, 2022
Modified: September 21, 2022

What Can I Expect From a Financial Advisor?

On this episode of Better Money Boston, Joel Johnson, CFP® discusses what you can expect from a visit with a financial advisor and the importance of being proactive towards your total financial well-being.

What a Financial Advisor Should Do

A financial advisor should listen to you, understand what is important to you, and answer your questions.

You’ll want to make sure that they focus on your total financial well-being, which includes establishing an estate plan and discussing taxes. Most importantly, you should work with a financial advisor that you trust. They should give you confidence and peace of mind when it comes to financial planning.

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

Resources by Type
Resources by Topic
Share
Related Resources
Our Locations
Johnson Brunetti
Welcome to Our New Website!
Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
Check out your new resource center, where everything can be organized by article type or topic
View Resources
Are you ready to speak with a financial advisor?
Free 15 Minute Call
Skip to content