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Looking for a new financial advisor? Ask the questions that matter most with our FREE guide.

10 ESSENTIAL QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

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What You’ll Find Inside Our Guide

  • The qualities and credentials that should matter most to you.
  • Fee structures, explained – know exactly what you’re paying for.
  • Whether an advisor’s investment philosophy suits your goals.
  • How to determine an advisor’s approach to communication and transparency.
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Who Needs a Financial Advisor?

Building wealth? Planning for retirement? Managing an inheritance? Navigating complex financial decisions? Regardless of your personal circumstances, a financial advisor can help guide you down the right path.

But, how do you find the right advisor? You’ll want to make sure that your advisor shares your values, understands your financial vision, and operates with transparency and integrity. Check out our FREE guide for the key questions to ask an advisor to ensure they’ll always put your best interests first.

GET YOUR GUIDE

Who Needs a Financial Advisor?

Building wealth? Planning for retirement? Managing an inheritance? Navigating complex financial decisions? Regardless of your personal circumstances, a financial advisor can help guide you down the right path.

But, how do you find the right advisor? You’ll want to make sure that your advisor shares your values, understands your financial vision, and operates with transparency and integrity. Check out our FREE guide for the key questions to ask an advisor to ensure they’ll always put your best interests first.

GET YOUR GUIDE
GET YOUR GUIDE

AARON BAGULLY, MBA

Financial Advisor

AARON BAGULLY, MBA

Financial Advisor

GET YOUR GUIDE
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Jolt Collective to provide information on a topic that may be of interest. Jolt Collective is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. LPL Financial, Western Wealth Management LLC, and Bagully Wealth Management are separate entities.

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