Скачать или смотреть 5 Questions That Reveal If You Need a Financial Advisor

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Cut through the financial industry noise with Hunter Brockway, founder of Boca Retirement Strategies, as he demystifies the world of financial advisors and reveals exactly who needs one—and who doesn't. Hunter breaks down the critical differences between robo-advisors, insurance brokers, and comprehensive planners, empowering you to make an informed decision about your financial future. You'll discover the essential questions to ask, red flags to avoid, and how to determine if professional guidance aligns with your retirement goals.

Join us as we explore:

The three distinct categories of financial advice and what each actually delivers
Key questions to determine if you need professional financial guidance
Critical vetting questions to protect yourself and find the right fit
Red flags that signal when to walk away from an advisor
The true value equation: when advisor fees make financial sense
How comprehensive planning addresses taxes, income, investments, and legacy

Whether you're considering professional help or evaluating your current advisor relationship, this video equips you with the knowledge to make confident decisions about your financial future.

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