Mar 25, 2022
Most financial advisors don’t integrate your entire retirement plan. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning.
But most financial advisors don’t cover all these different plans.
Why?
The barrier to entry as a financial advisor is low, so many aren’t worth their salt. But some advisors are more insidious — they serve their business before your retirement plan.
In this episode, you’ll discover 3 ways to choose a financial advisor that will work for your interests instead of theirs. And why integrated all these plans best protects (and grows) your wealth during retirement.
Listen now.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.