Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.

Here’s what we discuss in today’s show:

📞 What the first call with an advisor should include

🧾 Red flags: product pitches in meeting one

🧠 Why planning should come before investing

📉 What makes a true fiduciary different

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

[email protected]

Phone:

520.512.8832