Knowing the full range of services your financial advisor offers can help you anticipate future needs and prepare for changes in your financial situation. If you know that your advisor can help you with tax planning, for example, you can be proactive in seeking their advice before tax season arrives.
Additionally, understanding their areas of expertise and specialties can help you assess their level of experience and knowledge in specific areas. For example, if you are looking for help with retirement planning, you may want to work with an advisor who specializes in this area and has a proven track record of helping clients prepare for retirement.
Overall, understanding the services your financial advisor provides in addition to their specialties and areas of expertise is crucial to ensuring that you receive comprehensive and tailored financial advice that meets your specific needs and helps you achieve your financial goals.
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