In this episode of the True Wealth Spotlight, Cassie and Rick discuss 5 important steps to choosing the right Financial Advisor (plus two bonus steps!) If you are looking for an advisor to help you reach your financial goals, this episode is not to be missed.  You’ll learn about the background and training you should look for in an advisor, how advisors get paid, and how to find an advisor that specializes in Biblically-wise financial advice.

If you have any questions after listening in, don’t hesitate to contact us at service@beaconweatlh.com.