Episode Details
Back to EpisodesWhen Does It Actually Make Sense To Hire A Financial Advisor?
Description
-> Create Your Custom Strategy To Retire Early
It doesn't make sense to hire an advisor if you're not getting significant value in excess of that fee. There's both value you can quantify and value that's less quantifiable - peace of mind.
Ari shares a real client story who has had multiple financial advisors and what prompted them to make their decision.
Here's to retiring only once, and doing it confidently!
Email me directly: ari@rootfinancialpartners.com
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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.