Two Sides of FI

We Each Hired a Flat Fee Financial Advisor. Was it Worth It?

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Jun 19, 2022
Eric and Jason, who both hired a flat fee financial advisor for $1,000, share their intriguing experiences. They discuss the benefits of the fee-for-service model versus traditional methods. The duo dives into key topics like personalized financial strategies, navigating complex investment decisions, and optimizing retirement savings for small business owners. They also reflect on investment strategies, the significance of targeted questions during consultations, and the impact of professional advice on achieving financial goals. Is this approach right for you? Tune in to find out!
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