Working with a Financial Advisor - Is it Worth It?
Автор: The Financial Beat
Загружено: 2023-02-02
Просмотров: 192
Описание:
#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.
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/3GPArKB
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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Website: https://www.ruggierifinancial.com/
Phone: (951) 652-1544
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