Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) When You Should & Should NOT Hire A Financial Advisor
I don't believe everyone needs a financial advisor. I believe it can be very helpful in certain circumstances, but only if you determine there's significant value to be had.
When should you hire a financial advisor? If any of the four "C"'s discussed in today's episode would add value to your life: Competency, Convenience, Coaching & Core Values.
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PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.