Many people question if working with a financial advisor is worth it? Many factors go into deciding if you need to seek the help of a financial professional. Mark and Jesse will walk you through the benefits of working with an advisor and how to determine if and when you need to seek help managing your finances. They will also talk about recent news and changes in the stock market that may affect you and your family.
You may find these resources helpful:
💻 VALUES-BASED INVESTING
3 STRATEGIES FOR INVESTING
❓DOES IT MAKE A DIFFERENCE WHERE I INVEST MY MONEY?
📝 WHAT TO DO DURING MARKET VOLATILITY
🎙 5 WRONG WAYS TO INVEST
🚩 FINANCIAL ADVISOR RED FLAGS
🔍 HOW TO FIND A FINANCIAL ADVISOR
This episode was originally aired on 05/21/2022 on The Bridge Austin.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
