Bhavesh Patel CFP® > Our Services > Financial Health Check-up

Financial Health Check-up

A financial planner needs to be unbiased, and disclose any possible concerns regarding one’s investment just like how a doctor prescribes the medicine. For example, a financial planner doesn’t get paid more if he or she recommends you to invest in a particular fund. They have no incentive to direct you. Hence, a second opinion on finance is the best choice when it comes to have financial advisory services.