Excerpt from MarketWatch, published April 24, 2020
“Prospective clients should also ask advisers how they would work with clients on an ongoing basis and how they’re paid”, said Eric Walters, managing partner and founder of SilverCrest Wealth Planning. “Consumers should look for an adviser who provides a plan for retirement, a plan for investing, a review of their insurance needs, a review of their estate planning and a review of their tax planning,” he said. “Those are the key areas of planning that everyone would benefit from receiving.”