On our first episode of #ProbateNavigated we stop by to visit with Aaron Groen, financial advisor at Ron Blue.
This discussion covers topics including how to identify the best financial advisor that is legally obligated to seek your best interest, bad advice to avoid, and how to simplify investing. I really enjoyed visiting with Aaron as there’s a lot of actionable advice. I hope you enjoy this as much as I did.
Questions to ask an advisor:
- How do you get paid?
- Can I talk with existing clients that are like me?
- How long have you been doing this?
- Have you ever gotten in trouble?
You can visit these sites to engage in researching particular advisors.
Below are the two resources Aaron recommended:
You can explore Aaron’s Estate Settlement services below by clicking the link
Click here to explore Trust and Estate Settlement Services.
You can reach Aaron Groen below:
P | 410.891.2900
Ready to Simplify?
I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.