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Questions You Should Ask Your Before Hiring A Financial Advisor
How to find a Financial Advisor you can trust, so you can delegate your financial management decisions with confidence, so you can pursue your life's aspirations, while still getting the financial advice your family desires.
In This Free 8 Page Guide, We'll Show You…
Hi! We are the Genesis Wealth Management Team..
We are a group of former USAA Wealth Managers that partnered together to help families simplify their financial futures by developing relationships with a foundation in education and trust.
This Template is the first step to building a trusted relationship with your financial professional and learning how to find an advisor that has your best interests first.
With it, you will gain insight into the differences between advisors and how, and why they give advice. Use and enjoy!