On this week’s podcast episode, we share what to expect when you meet with a financial advisor for the first time.
Retirement planning can feel overwhelming. But, when you have a team of professionals on your side, it can make the process less stressful and more successful.
Ralph and David Hicks share what will happen when you meet with a financial advisor at Oakmont, including:
- Understanding your financial background and goals
- Uncovering your risk tolerance
- Analyzing and stress testing your portfolio
They also discuss how retirement planning can feel like a game of football.
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