Questions To Ask The Advisor

The Retirement Roadmap Podcast

Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important when evaluating working with an advisor. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at [phone] or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.