Selecting a financial planner is important to your financial well-being. This is someone you will trust with your assets and guiding you in your decision making regarding them. Before you head out on your pursuit for a financial advisor, it is important for you to understand some basics about the financial services industry so there are no surprises. Do you know what qualifications to screen for or which questions to ask in the initial introductory meeting? In our Executive Insights video above, our experts answer these questions and provide a snap shot of what to expect when you first meet with KatzAbosch’s financial planners.

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