What are the red flags to watch out for when dealing with financial professionals?
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what a financial advisor does Informational
- What are the triggers that might necessitate a review of a financial plan?
- Can a financial advisor help with understanding pension plans? How does a financial advisor help with analyzing investment performance?
- What are the pros and cons of working with a large financial firm versus an independent advisor? How does the regulatory environment impact the work of financial advisors?
- How does a financial advisor help clients avoid predatory lending practices?
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