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

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About This Presentation

otiumag

Description : Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are really just salesmen in disguise, tasked with leading their clients into high-cost products sold by the companies they work for. For More Information Call Us at (562) 294-1781 or Visit Our Website https://otiumag.com/

Tags : Investment Management Los Angeles | Financial Planning Advisor | Best Financial Planner

Published on : May 25, 2018
Views : 1403 | Downloads : 0

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

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

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It Makes Sense to Hire a Financial Planner When…

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You’re Nearing or in Retirement

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You’re Starting a Family

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You’re a High Earner

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You’re Self-Employed

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You Have a High Net Worth

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You Have a Very Specific Planning Need

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You Don’t Need a Financial Planner If…

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Your Budget Is Tight

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You’re Drowning in Consumer Debt

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You’re a DIY’er with a Simple Situation

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A Presentation of Otium Advisory Group Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles, Phone: (562) 294-1781 website: https://otiumag.com/

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