Do you research your doctors? How about your lawyer? Do you lookup your new handyman or tax advisor? How about your financial advisor? If you don't, you should.
The sad reality is that not everyone in this industry is true and honest. It is so important to do your homework. Download our guide to help lead your research into your advisor.
Download your FREE advisor check guide
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It is so important to know WHO is managing YOUR money! Use this guide to check out your advisor. If they cannot answer, or will not answer these questions for you, it may be time to consider a switch!
As always, we are here if you have any questions!
-PFS Team
223 E Thousand Oaks Blvd Suite 403, Thousand Oaks, CA 91360
(818) 991-7794 Fax: 818-735-0780 | general@pacfs.com
© 2021 Pacific Financial Strategies, Inc. Advisory services offered by
Pacific Financial Strategies, Inc. A registered Investment Advisory firm.
© 2021 Pacific Financial Strategies, Inc. Advisory services offered by Pacific Financial Strategies, Inc. A registered Investment Advisory firm.
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