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Beneficios de Contratar a un Asesor Financiero si Estás Jubilado o por Jubilarte
Episode 304
Published 3 years, 7 months ago
Description
En este episodio te comparto las razones porqué usualmente la gente no contrata a un asesor financiero/financial planner y del porqué podría ser buena idea hacerlo, especialmente si estás jubilado o por jubilarte.
Si estás buscando a un asesor financiero/financial planner, te sugiero que busques en www.napfa.org o en www.xyplanningnetwork.com (yo soy miembro de ambas organizaciones).
Inscríbete a mi boletín en http://miguelgomez.link/correo
Encuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomez
No olvides dejarme tu reseña y tus estrellas en iTunes y Spotify.
Música del episodio:
~aether theories~ by Vidian (c) copyright 2018 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/Vidian/57398 Ft: Gurdonark, White-throated Sparrow
____________________________
Dinero en Español es una producción de Dinero Coaching, LLC
_____________________________
Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.
This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest
Si estás buscando a un asesor financiero/financial planner, te sugiero que busques en www.napfa.org o en www.xyplanningnetwork.com (yo soy miembro de ambas organizaciones).
Inscríbete a mi boletín en http://miguelgomez.link/correo
Encuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomez
No olvides dejarme tu reseña y tus estrellas en iTunes y Spotify.
Música del episodio:
~aether theories~ by Vidian (c) copyright 2018 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/Vidian/57398 Ft: Gurdonark, White-throated Sparrow
____________________________
Dinero en Español es una producción de Dinero Coaching, LLC
_____________________________
Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.
This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest