



How comfortable am I managing my own finances?
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$34.99
$29.99
Shipping and Returns Policy
- Deliver to United States » Shipping Policy «
- - Shipping Cost: $5.99
- - Handling time: 2-3 business days
- - Transit time: 7-10 business days
- Eligible for » Returns & Refund Policy « within 30 days from the date of delivery
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what does a wealth advisor do
- Providing guidance on contribution amounts to maximize employer matching contributions.
- Analyzing different claiming strategies based on individual circumstances and life expectancy.
- How often will we meet and what is the format of those meetings?
- Key Responsibilities of a Wealth Advisor
- How often should my portfolio be rebalanced? What are alternative investments?
- Explaining the investment options available within the plan.
- Addressing the tax implications of business ownership. How does a wealth advisor help clients navigate significant life transitions, such as marriage, divorce, or the death of a loved one?
- Establishing trusts to manage and distribute assets according to my wishes.
- Implementing tax-loss harvesting techniques when appropriate.
- How can they help with funding new ventures?
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You can now return your online order in a few easy steps. Select your preferred tracked returns service. We have print at home, paperless and collection options available.
You have 28 days to return your order from the date it’s delivered. Exclusions apply.
View our full Returns and Exchanges information.
Our extended Christmas returns policy runs from 28th October until 5th January 2025, all items purchased online during this time can be returned for a full refund.
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