Today we are going to ask "How long are going TO BE a financial advisor?" The average age in our industry is 57 years old. If you are choosing an advisor, you want to make sure that your advisor is going to be there to help you for a long period of time. If your advisor is older than you, or is planning on retiring within 10-15 years, I would make sure that you are asking about their plans for your relationship when that happens. Make it a great day.
Content here is for illustrative and educational purposes only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
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