By Brian J. Regan

Let’s talk about what you should expect from a financial adviser.

In my opinion, a financial adviser should have three main functions:

1. Financial Planning

The adviser should help you understand your personal finances and what you need to do to reach your goals.

Brian J. Regan

2. Determine Risk Preference

The adviser should help you understand your personal finances and what you need to do to reach your goals.



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