Kelly and Nate wrap up their 3-part series on the most revealing questions you should ask a potential advisor. They saved the best for last!

Find out Nate’s biggest concerns about who holds your money and investments. He clarifies what comprehensive planning really means, because even though a lot of advisors say they do it, by his definition, they don’t. And what about retirement income? Find out why the accumulation of wealth is totally different than having an income strategy. And when it comes to trust, what’s the most revealing question of all? You’re about to find out!

Got a question for Nate? Email us at nate@nathanomics.com

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