


When should I start thinking about long-term care planning? Can a wealth advisor help with managing stock options and equity compensation?
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what does a wealth advisor do
- Explaining the rules and benefits of each type of account.
- Developing a budget and managing student loan debt.
- Do they have a history of disciplinary actions?
- How can they help clients align their spending and saving with their priorities?
- The fiduciary duty to act in the client's best interest.
- What are the costs of long-term care?
- What resources do wealth advisors use?
- What expertise do they bring to high-net-worth individuals and families?
- What is the process for transferring my account to a new advisor?
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