After working with hundreds of clients, Taylor has learned a hard truth most advisors will never say out loud... He has turned away more people thanhe has helped.
Not because they could not afford it. Not because they were not smart. But because hiring an advisor would have been a waste of their money.
Hiring a financial advisor is a lot like a marriage. If your goals are not aligned, it will be expensive, painful, and end badly.
In this episode, Taylor breaks down 5 personality types who should not hire a financial advisor at all — and 1 type of person who can see massive benefits from the right partnership.
If you recognize yourself in one of these categories, this could save you years of stress and hundreds of thousands of dollars.
What you will learn:
Resources:
Website: https://www.demarsfinancial.com/
Phone: (509) 536-9556
Schedule an introduction call with Taylor: https://bit.ly/demarspodcast
Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement
Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.
