Is your financial advisor truly planning for your future, or just coasting? In this video, Josh with Millard Financial Group and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will:  

1. Help you define your goals and objectives

2. Gather details on ALIE (Assets, Liabilities, Income, and Expenses) 

3. Confirm your Social Security Benefits

4. Request last year’s tax return 

5. Ask for copies of Estate Planning Documents

If this doesn't sound like your advisor, reach out to Josh for a second opinion. Just call 260.488.8300

#FinancialAdvisor #WealthManagement #Fiduciary #SocialSecurity #EstatePlanning

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.