Equipping Points:
Preventative care isn’t just for your health; it’s essential for your financial well-being too. By consulting a financial advisor early and often, you can avoid financial distress and make informed decisions that lead to a secure and fulfilling retirement. Many people will put it off for fear they will be told something they don’t want to hear or because of the perceived costs of financial advisors.
Instead of basing your decision on fears or assumptions, reach out to Eric and his team to set up a complimentary first meeting. Then, you can find out what kind of value financial advisors can bring and learn more about what kind of financial shape you are in.
Here’s some of what we discuss in this episode:
- Proactive vs. reactive financial planning.
- The perceived cost of financial advisors.
- Overcoming financial fears and misconceptions.
- The power of financial literacy.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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