What a Real Financial Plan Looks Like (and What It Doesn’t)

Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.

 

Here’s what we discuss in today’s show:

📞 What the first call with an advisor should include

🧾 Red flags: product pitches in meeting one

🧠 Why planning should come before investing

📉 What makes a true fiduciary different

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832