The Money Puzzle

Are Financial Advisors Worth It?

August 07, 2023 Eric Douglas, Aaron McAndrew
Are Financial Advisors Worth It?
The Money Puzzle
More Info
The Money Puzzle
Are Financial Advisors Worth It?
Aug 07, 2023
Eric Douglas, Aaron McAndrew

🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning.    / @moneypuzzle 

Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com

“If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔

That's actually… A very good question, one we’re finally going to give you the answers to.

A lot of people believe that financial advisors are not an important part of their wealth management team and would rather go it on their own than pay massive fees for ‘portfolio management’

However, your financial advisor is not just your portfolio manager… They are so much more.

In this video, we’re going to be discussing all the different ways in which professional financial advisors bring value to your life. Everything from:

Aside from these awesome benefits, financial advisors are your biggest defense against capital gains and other forms of retirement fund draining taxes. A good advisor is worth more than their weight in gold… and definitely worth more than their fees in the taxes they'll save you from having to pay.

SUBSCRIBE for more wealth-building insights and insider info.

CONNECT WITH US:
Website: www.fwppartners.com
Facebook: https://www.facebook.com/fwppartners
Instagram: https://www.instagram.com/ericdouglas...
LinkedIn: https://www.linkedin.com/in/ericdougl...


Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

Show Notes

🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning.    / @moneypuzzle 

Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com

“If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔

That's actually… A very good question, one we’re finally going to give you the answers to.

A lot of people believe that financial advisors are not an important part of their wealth management team and would rather go it on their own than pay massive fees for ‘portfolio management’

However, your financial advisor is not just your portfolio manager… They are so much more.

In this video, we’re going to be discussing all the different ways in which professional financial advisors bring value to your life. Everything from:

Aside from these awesome benefits, financial advisors are your biggest defense against capital gains and other forms of retirement fund draining taxes. A good advisor is worth more than their weight in gold… and definitely worth more than their fees in the taxes they'll save you from having to pay.

SUBSCRIBE for more wealth-building insights and insider info.

CONNECT WITH US:
Website: www.fwppartners.com
Facebook: https://www.facebook.com/fwppartners
Instagram: https://www.instagram.com/ericdouglas...
LinkedIn: https://www.linkedin.com/in/ericdougl...


Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram