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Episode 2: Questions for Your Prospective Advisor

In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page.

This episode originally aired on August 7, 2011 on the radio in Northeast Ohio. We have updated the episode where needed, but for the most part, the information was still as relevant today as it was then, and we are happy to present it to you in podcast format.

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January 10, 2023 by Grand River Capital

Filed Under: Rethinking Retirement Tagged With: Financial Advisor, Financial Planning, income ladder, Retirement, retirement income, Social Security

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Grand River Capital

8500 Station Street – Suite 300G
Mentor, OH 44060

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Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as financial planners and investment advisors.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Akron, Ohio 44333-2431 1-800-765-5201
Grand River Capital, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
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