The Benefits Of Working With A Financial Planner

how do you spend your time

For most of us, from the moment we wake up until the moment we go to sleep our time is mostly accounted for.

However, there is generally a small window (the green highlighted section) that I like to refer to the “Magic Window.”  Maybe it is a 2-3 hours per day.

During that time, do you want to be studying your investment positions, tax law changes, & Roth conversions?  If the answer to that is “yes,” then you might be wonderfully equipped to be a “do-it yourself” investor and planner.

However, if the answer to that question is “no,” I strongly consider hiring a financial planner that can coordinate your entire financial picture.

Why work with a financial planner?

✔ Save time

✔ Reduce stress

✔ Define & pursue your goals

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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