In the 403(b) world, knowing the intentions of the Financial Advisor (FA) could save you thousands of dollars. Is the FA out for your best interest? Do they put your intentions in front of their own? Can they write business with multiple companies approved by your school district? Do you enjoy their company? Answers to these questions could save you a lot of money and time, be sure to think about these before investing your hard earned $.
Trusted Advice
Published by Jim Cavanaugh
Making a living educating school district employees about their retirement and how to maximize their benefits. Proud husband to one and father of three. Recreational sports enthusiast. View more posts
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