When Should You Work with a Financial Advisor?

When does it make sense to work with a financial advisor? It may surprise you, but we don't believe every single person needs a financial advisor. We do believe it can be helpful depending on your situation, and James discusses the primary factors to consider when it comes to thinking about hiring a financial advisor.

Learn the tips & strategies to get the most out of life with your money.

00:00 - Introduction
2:50 - Asset Allocation
4:00 - Diversification
5:25 - Tax Planning
7:38 - Maximum Income
9:03 - Guardrails
10:45 - Happiness In Retirement
12:44 - Most Out Of Life With Money
14:08 - Risk of S&P 500
15:26 - Lack of Confidence
16:52 - Tax Strategy
17:30 - Working With Us

Get started today → https://www.rootfinancialpartners.com/

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