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Kiplinger
Kiplinger
Business
David Bromelkamp

Is Your Financial Professional Recommending the Right Solution for You — or the Most Profitable One for Them? Red Flags to Know

A financial adviser works with an older couple, who look very serious.

When most people hire a financial advisor, they think they are receiving comprehensive financial advice. Unfortunately, that assumption is not always correct.

Many financial advisors focus primarily on investments. Others specialize in insurance, taxes, retirement planning or estate planning. While expertise in any one area can be valuable, consumers often discover that financial decisions rarely occur in isolation.

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