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When Does It Actually Make Sense To Hire A Financial Advisor?

Episode 158 Published 2 years, 1 month ago
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

Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

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.


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