What Your Advisor Might Be Missing

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It's not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients' aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing…

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Far too often, people aren’t receiving the advice they truly need from their financial advisors. It’s not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients’ aspirations, dreams, and lifestyle goals. In today’s episode, we’ll explore why a comprehensive approach to financial planning is so important.

From in-depth tax planning to transparent fee analysis and personalized retirement income strategies, Howard Financial Group is here to prioritize your best interest and ensure your financial future aligns with your unique goals. Tune in to discover what your advisor might be missing…

Here’s some of what we discuss in this episode:

  • Does your advisor talk to you about taxes?
  • Is your advisor evaluating the fees and costs of your investments?
  • Are you having conversations about your retirement income?
  • Is your advisor helping you understand the target and goal for each of your invested dollars?
  • Are you talking about and planning for your legacy goals?

The 7 Habits of Highly Effective People:

https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/0743269519

Thanks for listening! We’ll be back for another show every other Thursday.

 

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mark@howardfinancialgroup.com