Tag: Financial Advisor
The Financial Interview: Key Questions for Your Advisor (Ep. 4)

The Financial Interview: Key Questions for Your Advisor (Ep. 4)

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Making sound financial decisions requires a solid foundation. One of the pillars of that foundation is choosing the right financial advisor.

Selecting the ideal advisor for your unique financial goals and philosophies can change your financial future in the best way possible.

But how can we know who is the correct one? What questions can we ask?

In this episode, Dan Reese provides insights into the questions clients can ask, both before and after partnering with a financial advisor, as open and honest communication is one of the key fundamentals when establishing a fruitful and lasting relationship.

Dan discusses: 

  • The significance of open and honest communication between clients and financial advisors
  • The nuances of a financial advisor’s fiduciary duty and how to verify their commitment to your best interests
  • Professional designations like CFP and why they matter
  • Key indicators that may help you identify if an advisor is right for you
  • The various compensation models employed by financial advisors
  • Insights into the ongoing client-advisor relationship and the importance of regular communication and transparency
  • And so much more!

Resources:

Connect with Dan Reese CFP® Founder, Senior Wealth Advisor:

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC.  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Because the host requests a review, include this disclosure: Reviews received may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used CWM, LLC or Avery Wealth services. Individual results vary, and CWM, LLC does not claim, nor should the listener assume, that any individual experience recounted are representative of what anyone using our services may experience.

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Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

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Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions.

Today on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement planning. He shares heartwarming stories of clients who found newfound enthusiasm in retirement by exploring their passions. Tune in to learn how a professional and relatable financial advisor can help you navigate your retirement journey.

Dan discusses: 

  • His transition from being a State Farm agent to founding Avery Wealth, focusing on comprehensive retirement planning
  • How Avery Wealth assists clients in envisioning and planning their ideal retirement lifestyle
  • The importance of staying engaged and finding fulfilling activities in retirement
  • What his practice looks like at Avery Wealth
  • Avery Wealth’s holistic approach to meeting new clients
  • What to expect in your first meeting with him at Avery Wealth
  • What to expect in our next episode
  • And more

Resources:

Connect with Dan Reese CFP®:

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC.  Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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