Скачать или смотреть Working with a Financial Advisor - Is it Worth It?

#financialplanning #financialadvisor

Before you ever start working with a financial advisor, you've probably wondered: Is it worth it?

Do you have a 401(k) or other retirement accounts and wonder what it might be like to get some professional help managing your investments?

Today we'll give you a better idea of what it might look like to work with a financial advisor and how that relationship typically works. Should your rollover your 401(k) and can you even do that with a new advisor?

People interview our firm all of the time and this question comes up quite a bit. That's why we decided to use this video to shed a little light on the subject.

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0:00 - Intro
1:12 - Is working with an advisor just all sales?
2:23 - There's no one-size-fits-all solution
3:00 - Rolling over your 401(k)


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