Financial advice is everywhere. You can read articles about the 4% rule, watch YouTube videos about asset allocation, and even use so-called robo-advisors to manage your investments for you. There's more to a financial plan than math and investment strategies, however. As Kyle Martin explains in today's episode, financial advice is above all about people, their unique lives and circumstances, and helping them create a flexible, living plan that fits their raison d'etre.
Kyle Martin is a third-generation wealth advisor and managing partner at Murphy Financial Group. He is a Certified Financial Planner (CFP) and Accredited Asset Manager Specialist (AAMS), and has guided hundreds of clients through the process of investing, planning for retirement, finding insurance, and more.
The advisors at Murphy Financial Group act as fiduciaries when managing assets.
Connect with Kyle
Email: kyle@murphyfingroup.com
Web: https://www.murphyfingroup.com
LinkedIn: https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352
Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
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The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation. Murphy Financial Group 310 S Hale Street Wheaton, IL 60187 (630) 523-0410 Review our Terms of Use: www.commonwealth.com/termsofus
