4 Signs Your Advisor is Doing Real Financial Planning

Is your financial advisor truly planning for your future, or just coasting? In this video, Dustin with  Mundorf Wealth Management and Erin Kennedy lay out the four signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will:

1. Help you define your goals and objectives
2. Gather details on ALIE (Assets, Liabilities, Income, and Expenses)
3. Confirm your Social Security Benefits
4. Ask for copies of Estate Planning Documents

If this doesn't sound like your advisor, reach out to Dustin for a second opinion. Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com.

#FinancialAdvisor #WealthManagement #Fiduciary #SocialSecurity #EstatePlanning