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Download Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t) PowerPoint Presentation

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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t) PowerPoint Presentation

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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t) Presentation Transcript

Slide 1 - Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
Slide 2 - It Makes Sense to Hire a Financial Planner When…
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Slide 4 - You’re Nearing or in Retirement
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Slide 6 - You’re Starting a Family
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Slide 8 - You’re a High Earner
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Slide 10 - You’re Self-Employed
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Slide 12 - You Have a High Net Worth
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Slide 14 - You Have a Very Specific Planning Need
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Slide 16 - You Don’t Need a Financial Planner If…
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Slide 18 - Your Budget Is Tight
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Slide 20 - You’re Drowning in Consumer Debt
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Slide 22 - You’re a DIY’er with a Simple Situation
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Slide 24 - A Presentation of Otium Advisory Group Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles, Phone: (562) 294-1781 website: https://otiumag.com/