"Building wealth for life" with the team at SGL Financial. Join hosts Gabriel & Steve Lewit for weekly financial and retirement planning guidance.
We resume our conversation about why it’s important to quiz a potential (or current) financial advisor. This time we cover communication, trust & values.
There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).
We give you an introduction to SGL Financial and the reasons behind our tagline, “Building Wealth for Life.”