Palm Wealth Partners

Choosing a financial planner involves evaluating their approach, compensation structure, communication style, and how they may support your specific goals.

This comprehensive guide walks you through the essential questions that can help you find the right fit.

📚 Read the full article: https://palmwealthpartners.com/questions-to-ask-when-choosing-a-financial-planner/

If you found this valuable, feel free to share it with your network.

Frank Rekas, CPFA, Partner & Financial Planner at Palm Wealth Partners, will be speaking at the Lead Like Your Legacy Depends On It | South Florida Leadership Summit 2026.

Saturday, June 6, 2026
DoubleTree by Hilton, Deerfield Beach
8:30 AM - 3:30 PM

This summit creates space for South Florida professionals, executives, and entrepreneurs to explore leadership strategy, organizational resilience, and long-term impact.

We're grateful to support this event and to Dr. Shernette Grant, Ph.D. for bringing together leaders focused on meaningful growth.

Register here: https://www.eventbrite.com/e/lead-like-your-legacy-depends-on-it-south-florida-leadership-summit-2026-registration-1987087258481

Frank Rekas, CPFA | Lenny Tomson, CPA, CFP® | Mario Basilone | Domenick Mancini, RICP®

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