Right Fit Advisor Assessment

Are you working with the right advisor?

You've been invited to complete the Right Fit Advisor Assessment. 

By taking this assessment you can discover where you are now and help identify what is truly important in your life so you can pursue your version of your perfect retirement.

• Discover what a “right fit advisor” means to you
• Uncover areas of improvement for your current situation
• Decide if you need a Second Opinion

Take our short 8 question assessment to see your results.  No matter what your results, you’ll discover at least one key area of focus to either validate your current relationship with your advisor, have a path for improvements or realize the need for a Second Opinion.  Remember, we offer complimentary, no obligation Second Opinion services to help provide guidance while you create the retirement you can’t wait to wake up to.

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CONTACT SWEET

1300 S. Prarie Avenue

Fairmont, MN 56031

T 507.235.5587

F 507.235.5780

Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sweet Financial Partners, LLC unless a client service agreement is in place.