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regular service calendar can reduce your stress and boost your confidence in your financial future.6. Education and Insight: As a professional, you take time every year to upgrade your skills and keep up with the latest developments in your field of expertise. You do this to serve your patients in the best way possible. Your advisor should be doing the same, consistently investing in growing their expertise and sharing content that is relevant to your life rather than created by a corporate marketing staff that doesn%u2019t know you and your situation. When your advisor isn%u2019t growing personally and professionally, their lack of enthusiasm will be reflected in missed opportunities to grow your wealth. 7. Cash Flow Management: At any point in time, you should know what your cash position is %u2013 what comes in, what goes out, how much you have in reserves, and what%u2019s available for you to put away for your future. Your advisor should help you manage your cash inflows and outflows. You need a comfortable budget designed to increase your wealth, reduce stress, and build your retirement portfolio.8. Risk Mitigation: When used correctly, insurance strategies can protect your assets, provide tax-free income, and augment your retirement income if needed. Your advisor should offer a complete strategy to mitigate business and professional risks. 9. Family Protection: Life is unpredictable and can be turned upside down on a dime. When and if your family is faced with loss, you want to ensure they are not forced to deal with disorganized financial affairs, probate, and the loss of assets and income, all because you failed to be prepared. Your advisor should help you plan so that you can enjoy peace of mind, knowing that your family will be protected if something happens to you. Clear instructions on your wishes and wealth distribution ensure your legacy is secure.10.Deep Understanding: Your advisor should understand you, your mindset, and what%u2019s most important to you. You deserve a relationship that goes beyond just money and fosters a sense of financial peace and confidence about your future.Few people in your life are in a position to have such a profound impact. You deserve to have a guide by your side who takes their work and your future seriously. By ensuring your advisor meets these expectations, you can confidently look forward to a secure and enjoyable retirement. Imagine protecting your family and financial wealth with plenty of money. Call me at 617-675-5073 or email me at ruzanna@queenvestllc.com. Let%u2019s discuss how I can help make this happen for you. Sincerely, Ruzanna QueenanRuzanna Queenan, CFAPresident, Queenvest LLC